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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 | $163,571 | $180,749-9.5% | $160,784+1.7% | $137,256+19.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 12.67% | 2234.46%-2221.8pp | 1803.92%-1791.2pp | 220.34%-207.7pp |
| Employer contribution / active EE | $4,002 | $4,155-3.7% | $3,733+7.2% | $4,156-3.7% |
| Participant deferral / active EE | $8,875 | $6,844+29.7% | $6,293+41.0% | $6,407+38.5% |
| Admin fee / account holder | $13,754 | $10,397+32.3% | $9,717+41.5% | $12,270+12.1% |