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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 | $151,272 | $185,905-18.6% | $170,057-11.0% | $139,487+8.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.04% | 60.56%-38.5pp | 53.42%-31.4pp | 373.84%-351.8pp |
| Employer contribution / active EE | $3,627 | $7,597-52.3% | $6,790-46.6% | $4,755-23.7% |
| Participant deferral / active EE | $5,235 | $11,627-55.0% | $10,411-49.7% | $6,713-22.0% |
| Admin fee / account holder | $17,946 | $15,397+16.6% | $12,826+39.9% | $11,407+57.3% |