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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 | $164,203 | $185,883-11.7% | $170,043-3.4% | $139,466+17.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.52% | 60.54%-40.0pp | 53.40%-32.9pp | 373.66%-353.1pp |
| Employer contribution / active EE | $7,069 | $7,596-6.9% | $6,790+4.1% | $4,754+48.7% |
| Participant deferral / active EE | $7,633 | $11,626-34.3% | $10,410-26.7% | $6,712+13.7% |
| Admin fee / account holder | $13,316 | $15,393-13.5% | $12,824+3.8% | $11,409+16.7% |