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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 | $156,009 | $160,028-2.5% | $147,080+6.1% | $145,884+6.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 218.98% | 98.60%+120.4pp | 420.17%-201.2pp | 551.85%-332.9pp |
| Employer contribution / active EE | $4,027 | $5,286-23.8% | $4,933-18.4% | $4,662-13.6% |
| Participant deferral / active EE | $4,965 | $8,422-41.0% | $8,066-38.4% | $6,690-25.8% |
| Admin fee / account holder | $3,374 | $15,030-77.6% | $12,989-74.0% | $13,392-74.8% |