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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 | $207,836 | $169,356+22.7% | $129,406+60.6% | $145,897+42.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.55% | 14418.62%-14403.1pp | 9468.18%-9452.6pp | 552.29%-536.7pp |
| Employer contribution / active EE | $4,660 | $5,542-15.9% | $4,155+12.2% | $4,6630% |
| Participant deferral / active EE | $3,922 | $4,987-21.3% | $4,167-5.9% | $6,689-41.4% |
| Admin fee / account holder | $1,662 | $9,915-83.2% | $7,689-78.4% | $13,390-87.6% |