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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 | $129,737+29.0% | $119,126+40.5% | $154,746+8.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 17.03% | 379.08%-362.0pp | 282.11%-265.1pp | 172.34%-155.3pp |
| Employer contribution / active EE | $3,289 | $4,375-24.8% | $4,034-18.5% | $4,379-24.9% |
| Participant deferral / active EE | $6,635 | $5,842+13.6% | $5,318+24.8% | $6,730-1.4% |
| Admin fee / account holder | $17,868 | $11,961+49.4% | $10,693+67.1% | $14,365+24.4% |