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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 | $170,573 | $217,432-21.6% | $185,849-8.2% | $167,536+1.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.28% | 148.42%-133.1pp | 122.10%-106.8pp | 478.82%-463.5pp |
| Employer contribution / active EE | $7,246 | $5,875+23.3% | $5,169+40.2% | $4,839+49.7% |
| Participant deferral / active EE | $5,624 | $6,357-11.5% | $5,569+1.0% | $6,342-11.3% |
| Admin fee / account holder | $14,415 | $19,818-27.3% | $16,244-11.3% | $12,315+17.1% |