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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 | $162,319 | $198,462-18.2% | $170,439-4.8% | $147,585+10.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.18% | 257.30%-242.1pp | 205.94%-190.8pp | 578.58%-563.4pp |
| Employer contribution / active EE | $4,346 | $6,184-29.7% | $5,433-20.0% | $4,876-10.9% |
| Participant deferral / active EE | $3,474 | $5,629-38.3% | $4,939-29.7% | $5,439-36.1% |
| Admin fee / account holder | $27,370 | $16,852+62.4% | $13,881+97.2% | $10,886+151.4% |