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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 | $182,663 | $198,457-8.0% | $170,435+7.2% | $147,586+23.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.47% | 257.30%-243.8pp | 205.94%-192.5pp | 578.59%-565.1pp |
| Employer contribution / active EE | $5,907 | $6,183-4.5% | $5,432+8.7% | $4,876+21.1% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $672 | $16,852-96.0% | $13,881-95.2% | $10,886-93.8% |