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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 | $185,791 | $183,988+1.0% | $162,177+14.6% | $152,897+21.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 16.93% | 150.79%-133.9pp | 115.60%-98.7pp | 345.43%-328.5pp |
| Employer contribution / active EE | $4,613 | $6,370-27.6% | $5,613-17.8% | $4,764-3.2% |
| Participant deferral / active EE | $8,634 | $8,032+7.5% | $7,297+18.3% | $5,851+47.6% |
| Admin fee / account holder | $9,740 | $13,123-25.8% | $10,843-10.2% | $11,599-16.0% |