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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 | $167,622 | $217,432-22.9% | $185,849-9.8% | $167,536+0.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.38% | 148.42%-134.0pp | 122.10%-107.7pp | 478.82%-464.4pp |
| Employer contribution / active EE | $5,638 | $5,875-4.0% | $5,169+9.1% | $4,839+16.5% |
| Participant deferral / active EE | $6,259 | $6,357-1.5% | $5,569+12.4% | $6,342-1.3% |
| Admin fee / account holder | $19,242 | $19,818-2.9% | $16,244+18.5% | $12,315+56.3% |