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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 | $177,746 | $175,259+1.4% | $149,723+18.7% | $139,487+27.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.30% | 166.82%-148.5pp | 134.50%-116.2pp | 373.84%-355.5pp |
| Employer contribution / active EE | $7,943 | $5,478+45.0% | $4,821+64.7% | $4,755+67.1% |
| Participant deferral / active EE | $6,187 | $6,522-5.1% | $5,682+8.9% | $6,713-7.8% |
| Admin fee / account holder | $8,267 | $16,158-48.8% | $13,215-37.4% | $11,407-27.5% |