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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 | $204,971 | $210,698-2.7% | $178,014+15.1% | $145,959+40.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.79% | 386.27%-375.5pp | 294.80%-284.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $4,988 | $4,567+9.2% | $3,950+26.3% | $4,661+7.0% |
| Participant deferral / active EE | $15,107 | $6,958+117.1% | $6,276+140.7% | $6,689+125.9% |
| Admin fee / account holder | $13,315 | $12,016+10.8% | $10,362+28.5% | $13,398-0.6% |