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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 | $174,996 | $148,582+17.8% | $135,942+28.7% | $139,456+25.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.40% | 79.26%-62.9pp | 68.28%-51.9pp | 373.45%-357.0pp |
| Employer contribution / active EE | $3,810 | $5,245-27.3% | $4,858-21.6% | $4,753-19.8% |
| Participant deferral / active EE | $14,853 | $8,101+83.3% | $7,759+91.4% | $6,711+121.3% |
| Admin fee / account holder | $3,158 | $12,402-74.5% | $10,764-70.7% | $11,407-72.3% |