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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 | $174,681 | $175,259-0.3% | $149,723+16.7% | $139,487+25.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 27.68% | 166.82%-139.1pp | 134.50%-106.8pp | 373.84%-346.2pp |
| Employer contribution / active EE | $5,658 | $5,478+3.3% | $4,821+17.3% | $4,755+19.0% |
| Participant deferral / active EE | $5,950 | $6,522-8.8% | $5,682+4.7% | $6,713-11.4% |
| Admin fee / account holder | $1,353 | $16,158-91.6% | $13,215-89.8% | $11,407-88.1% |