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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 | $169,952 | $202,440-16.0% | $169,390+0.3% | $139,466+21.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 13.63% | 532.36%-518.7pp | 406.07%-392.4pp | 373.66%-360.0pp |
| Employer contribution / active EE | $3,044 | $4,693-35.1% | $4,013-24.2% | $4,754-36.0% |
| Participant deferral / active EE | $16,250 | $6,940+134.1% | $6,222+161.1% | $6,712+142.1% |
| Admin fee / account holder | $1,836 | $10,722-82.9% | $9,015-79.6% | $11,409-83.9% |