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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 | $168,347 | $202,440-16.8% | $169,390-0.6% | $139,466+20.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 24.44% | 532.36%-507.9pp | 406.07%-381.6pp | 373.66%-349.2pp |
| Employer contribution / active EE | $7,442 | $4,693+58.6% | $4,013+85.5% | $4,754+56.5% |
| Participant deferral / active EE | $4,688 | $6,940-32.4% | $6,222-24.7% | $6,712-30.1% |
| Admin fee / account holder | $3,476 | $10,722-67.6% | $9,015-61.4% | $11,409-69.5% |