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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 | $178,754 | $175,231+2.0% | $149,696+19.4% | $139,466+28.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.34% | 166.77%-151.4pp | 134.46%-119.1pp | 373.66%-358.3pp |
| Employer contribution / active EE | $4,443 | $5,478-18.9% | $4,821-7.8% | $4,754-6.5% |
| Participant deferral / active EE | $19,387 | $6,521+197.3% | $5,682+241.2% | $6,712+188.8% |
| Admin fee / account holder | $4,033 | $16,155-75.0% | $13,212-69.5% | $11,409-64.7% |