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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 | $159,581 | $134,817+18.4% | $123,973+28.7% | $155,188+2.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 16.35% | 515.49%-499.1pp | 388.13%-371.8pp | 148.84%-132.5pp |
| Employer contribution / active EE | $5,184 | $4,425+17.2% | $4,126+25.7% | $4,248+22.1% |
| Participant deferral / active EE | $7,551 | $5,706+32.3% | $5,247+43.9% | $6,531+15.6% |
| Admin fee / account holder | $2,741 | $13,245-79.3% | $11,799-76.8% | $14,480-81.1% |