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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 | $192,329 | $202,460-5.0% | $169,385+13.5% | $139,456+37.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 19.87% | 532.07%-512.2pp | 405.82%-386.0pp | 373.45%-353.6pp |
| Employer contribution / active EE | $4,960 | $4,691+5.7% | $4,012+23.6% | $4,753+4.4% |
| Participant deferral / active EE | $19,955 | $6,938+187.6% | $6,221+220.8% | $6,711+197.3% |
| Admin fee / account holder | $1,894 | $10,719-82.3% | $9,011-79.0% | $11,407-83.4% |