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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 | $166,828 | $198,461-15.9% | $170,436-2.1% | $147,585+13.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.33% | 257.30%-243.0pp | 205.94%-191.6pp | 578.57%-564.2pp |
| Employer contribution / active EE | $5,624 | $6,184-9.0% | $5,433+3.5% | $4,876+15.3% |
| Participant deferral / active EE | $3,044 | $5,629-45.9% | $4,939-38.4% | $5,439-44.0% |
| Admin fee / account holder | $686 | $16,852-95.9% | $13,880-95.1% | $10,885-93.7% |