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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 | $184,183 | $217,427-15.3% | $185,837-0.9% | $167,518+9.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.89% | 148.39%-133.5pp | 122.08%-107.2pp | 478.71%-463.8pp |
| Employer contribution / active EE | $5,031 | $5,874-14.4% | $5,168-2.7% | $4,838+4.0% |
| Participant deferral / active EE | $7,897 | $6,357+24.2% | $5,568+41.8% | $6,342+24.5% |
| Admin fee / account holder | $3,207 | $19,816-83.8% | $16,241-80.3% | $12,312-74.0% |