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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 | $164,120 | $180,749-9.2% | $160,784+2.1% | $137,256+19.6% |
| Participation rate | 71.4% | 80.0%-8.5pp | 77.0%-5.5pp | 80.0%-8.5pp |
| Annual return | 16.68% | 2234.46%-2217.8pp | 1803.92%-1787.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $10,819 | $4,155+160.4% | $3,733+189.8% | $4,156+160.3% |
| Participant deferral / active EE | $12,876 | $6,844+88.1% | $6,293+104.6% | $6,407+101.0% |
| Admin fee / account holder | $1,647 | $10,397-84.2% | $9,717-83.1% | $12,270-86.6% |