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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 | $213,706 | $202,440+5.6% | $169,390+26.2% | $139,466+53.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 35.44% | 532.36%-496.9pp | 406.07%-370.6pp | 373.66%-338.2pp |
| Employer contribution / active EE | $672 | $4,693-85.7% | $4,013-83.3% | $4,754-85.9% |
| Participant deferral / active EE | $15,000 | $6,940+116.1% | $6,222+141.1% | $6,712+123.5% |
| Admin fee / account holder | $3,001 | $10,722-72.0% | $9,015-66.7% | $11,409-73.7% |