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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 | $167,067 | $210,698-20.7% | $178,014-6.1% | $145,959+14.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 26.13% | 386.27%-360.1pp | 294.80%-268.7pp | 561.95%-535.8pp |
| Employer contribution / active EE | $5,546 | $4,567+21.4% | $3,950+40.4% | $4,661+19.0% |
| Participant deferral / active EE | $12,347 | $6,958+77.4% | $6,276+96.7% | $6,689+84.6% |
| Admin fee / account holder | $7,376 | $12,016-38.6% | $10,362-28.8% | $13,398-44.9% |