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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 | $176,591 | $148,558+18.9% | $135,925+29.9% | $139,427+26.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.20% | 79.22%-52.0pp | 68.25%-41.1pp | 373.27%-346.1pp |
| Employer contribution / active EE | $4,399 | $5,244-16.1% | $4,857-9.4% | $4,752-7.4% |
| Participant deferral / active EE | $13,700 | $8,101+69.1% | $7,759+76.6% | $6,711+104.1% |
| Admin fee / account holder | $1,988 | $12,401-84.0% | $10,764-81.5% | $11,404-82.6% |