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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 | $158,001 | $162,529-2.8% | $130,788+20.8% | $154,746+2.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.80% | 510.48%-492.7pp | 386.44%-368.6pp | 172.34%-154.5pp |
| Employer contribution / active EE | $2,338 | $4,447-47.4% | $3,558-34.3% | $4,379-46.6% |
| Participant deferral / active EE | $16,646 | $4,808+246.2% | $4,137+302.3% | $6,730+147.3% |
| Admin fee / account holder | $850 | $7,669-88.9% | $6,673-87.3% | $14,365-94.1% |