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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 | $164,192 | $175,259-6.3% | $149,723+9.7% | $139,487+17.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.30% | 166.82%-148.5pp | 134.50%-116.2pp | 373.84%-355.5pp |
| Employer contribution / active EE | $6,098 | $5,478+11.3% | $4,821+26.5% | $4,755+28.3% |
| Participant deferral / active EE | $6,114 | $6,522-6.2% | $5,682+7.6% | $6,713-8.9% |
| Admin fee / account holder | $4,544 | $16,158-71.9% | $13,215-65.6% | $11,407-60.2% |