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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 | $141,621 | $183,539-22.8% | $155,556-9.0% | $145,897-2.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.77% | 61.31%-43.5pp | 64.84%-47.1pp | 552.29%-534.5pp |
| Employer contribution / active EE | $6,916 | $5,315+30.1% | $4,675+47.9% | $4,663+48.3% |
| Participant deferral / active EE | $6,722 | $6,467+3.9% | $5,631+19.4% | $6,689+0.5% |
| Admin fee / account holder | $3,071 | $19,275-84.1% | $15,885-80.7% | $13,390-77.1% |