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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 | $182,345 | $180,749+0.9% | $160,784+13.4% | $137,256+32.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.37% | 2234.46%-2218.1pp | 1803.92%-1787.6pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,726 | $4,155-34.4% | $3,733-27.0% | $4,156-34.4% |
| Participant deferral / active EE | $11,374 | $6,844+66.2% | $6,293+80.7% | $6,407+77.5% |
| Admin fee / account holder | $8,682 | $10,397-16.5% | $9,717-10.7% | $12,270-29.2% |