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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 | $171,385 | $176,120-2.7% | $159,487+7.5% | $167,553+2.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.44% | 331.95%-316.5pp | 263.71%-248.3pp | 478.89%-463.5pp |
| Employer contribution / active EE | $9,216 | $5,299+73.9% | $4,831+90.8% | $4,840+90.4% |
| Participant deferral / active EE | $19,011 | $7,752+145.2% | $7,354+158.5% | $6,343+199.7% |
| Admin fee / account holder | $2,821 | $12,561-77.5% | $10,804-73.9% | $12,316-77.1% |