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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 | $206,676 | $217,427-4.9% | $185,837+11.2% | $167,518+23.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.18% | 148.39%-137.2pp | 122.08%-110.9pp | 478.71%-467.5pp |
| Employer contribution / active EE | $4,448 | $5,874-24.3% | $5,168-13.9% | $4,838-8.1% |
| Participant deferral / active EE | $13,000 | $6,357+104.5% | $5,568+133.5% | $6,342+105.0% |
| Admin fee / account holder | $997 | $19,816-95.0% | $16,241-93.9% | $12,312-91.9% |