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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 | $154,338 | $202,463-23.8% | $169,397-8.9% | $139,487+10.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 20.58% | 532.64%-512.1pp | 406.23%-385.7pp | 373.84%-353.3pp |
| Employer contribution / active EE | $3,954 | $4,694-15.8% | $4,013-1.5% | $4,755-16.8% |
| Participant deferral / active EE | $14,911 | $6,941+114.8% | $6,223+139.6% | $6,713+122.1% |
| Admin fee / account holder | $5,766 | $10,726-46.2% | $9,017-36.1% | $11,407-49.5% |