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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 | $176,948 | $175,231+1.0% | $149,696+18.2% | $139,466+26.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.46% | 166.77%-154.3pp | 134.46%-122.0pp | 373.66%-361.2pp |
| Employer contribution / active EE | $7,393 | $5,478+35.0% | $4,821+53.4% | $4,754+55.5% |
| Participant deferral / active EE | $14,113 | $6,521+116.4% | $5,682+148.4% | $6,712+110.3% |
| Admin fee / account holder | $1,671 | $16,155-89.7% | $13,212-87.4% | $11,409-85.4% |