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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,171 | $180,749-5.3% | $160,784+6.5% | $137,256+24.7% |
| Participation rate | 90.9% | 80.0%+10.9pp | 77.0%+14.0pp | 80.0%+10.9pp |
| Annual return | 15.05% | 2234.46%-2219.4pp | 1803.92%-1788.9pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,927 | $4,155-53.6% | $3,733-48.4% | $4,156-53.6% |
| Participant deferral / active EE | $10,119 | $6,844+47.8% | $6,293+60.8% | $6,407+57.9% |
| Admin fee / account holder | $14,981 | $10,397+44.1% | $9,717+54.2% | $12,270+22.1% |