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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 | $195,996 | $129,737+51.1% | $119,126+64.5% | $154,746+26.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 17.09% | 379.08%-362.0pp | 282.11%-265.0pp | 172.34%-155.2pp |
| Employer contribution / active EE | $4,019 | $4,375-8.1% | $4,034-0.4% | $4,379-8.2% |
| Participant deferral / active EE | $14,766 | $5,842+152.8% | $5,318+177.7% | $6,730+119.4% |
| Admin fee / account holder | $22,564 | $11,961+88.6% | $10,693+111.0% | $14,365+57.1% |