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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 | $167,493 | $132,099+26.8% | $115,599+44.9% | $138,895+20.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 15.65% | 176.76%-161.1pp | 111.10%-95.4pp | 145.39%-129.7pp |
| Employer contribution / active EE | $1,561 | $3,416-54.3% | $2,955-47.2% | $4,194-62.8% |
| Participant deferral / active EE | $7,268 | $5,617+29.4% | $4,889+48.7% | $6,396+13.6% |
| Admin fee / account holder | $13,167 | $15,650-15.9% | $12,841+2.5% | $12,562+4.8% |