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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 | $173,726 | $129,737+33.9% | $119,126+45.8% | $154,746+12.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.85% | 379.08%-365.2pp | 282.11%-268.3pp | 172.34%-158.5pp |
| Employer contribution / active EE | $6,370 | $4,375+45.6% | $4,034+57.9% | $4,379+45.5% |
| Participant deferral / active EE | $6,370 | $5,842+9.0% | $5,318+19.8% | $6,730-5.3% |
| Admin fee / account holder | $1,740 | $11,961-85.5% | $10,693-83.7% | $14,365-87.9% |