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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 | $159,074 | $159,978-0.6% | $147,041+8.2% | $145,978+9.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.76% | 98.36%-76.6pp | 419.21%-397.5pp | 550.52%-528.8pp |
| Employer contribution / active EE | $2,735 | $5,288-48.3% | $4,935-44.6% | $4,662-41.3% |
| Participant deferral / active EE | $19,528 | $8,429+131.7% | $8,071+142.0% | $6,690+191.9% |
| Admin fee / account holder | $3,500 | $15,053-76.7% | $13,006-73.1% | $13,400-73.9% |