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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 | $197,471 | $159,934+23.5% | $147,005+34.3% | $145,959+35.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.04% | 98.24%-78.2pp | 418.76%-398.7pp | 561.95%-541.9pp |
| Employer contribution / active EE | $3,199 | $5,287-39.5% | $4,934-35.2% | $4,661-31.4% |
| Participant deferral / active EE | $16,535 | $8,427+96.2% | $8,070+104.9% | $6,689+147.2% |
| Admin fee / account holder | $442 | $15,053-97.1% | $13,006-96.6% | $13,398-96.7% |