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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 | $160,040+23.4% | $147,096+34.2% | $145,877+35.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.04% | 98.49%-78.5pp | 419.75%-399.7pp | 551.28%-531.2pp |
| Employer contribution / active EE | $3,199 | $5,289-39.5% | $4,936-35.2% | $4,663-31.4% |
| Participant deferral / active EE | $16,535 | $8,429+96.2% | $8,071+104.9% | $6,691+147.1% |
| Admin fee / account holder | $442 | $15,050-97.1% | $13,005-96.6% | $13,402-96.7% |