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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 | $161,824 | $107,363+50.7% | $92,909+74.2% | $152,897+5.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 26.76% | 145.63%-118.9pp | 109.44%-82.7pp | 345.43%-318.7pp |
| Employer contribution / active EE | $5,081 | $4,222+20.3% | $3,653+39.1% | $4,764+6.7% |
| Participant deferral / active EE | $7,254 | $4,848+49.6% | $4,238+71.2% | $5,851+24.0% |
| Admin fee / account holder | $1,521 | $7,082-78.5% | $5,795-73.8% | $11,599-86.9% |