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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 | $167,358 | $171,492-2.4% | $150,734+11.0% | $198,609-15.7% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 17.03% | 804.70%-787.7pp | 600.81%-583.8pp | 202.70%-185.7pp |
| Employer contribution / active EE | $3,289 | $5,470-39.9% | $4,918-33.1% | $5,055-34.9% |
| Participant deferral / active EE | $6,635 | $6,259+6.0% | $5,610+18.3% | $6,977-4.9% |
| Admin fee / account holder | $17,868 | $17,628+1.4% | $14,905+19.9% | $19,030-6.1% |