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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 | $169,219 | $175,257-3.4% | $149,717+13.0% | $139,456+21.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.99% | 166.70%-153.7pp | 134.41%-121.4pp | 373.45%-360.5pp |
| Employer contribution / active EE | $11,312 | $5,477+106.5% | $4,820+134.7% | $4,753+138.0% |
| Participant deferral / active EE | $6,712 | $6,521+2.9% | $5,682+18.1% | $6,7110% |
| Admin fee / account holder | $1,362 | $16,156-91.6% | $13,213-89.7% | $11,407-88.1% |