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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 | $166,316 | $198,457-16.2% | $170,435-2.4% | $147,586+12.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.29% | 257.30%-240.0pp | 205.94%-188.6pp | 578.59%-561.3pp |
| Employer contribution / active EE | $1,470 | $6,183-76.2% | $5,432-72.9% | $4,876-69.9% |
| Participant deferral / active EE | $4,695 | $5,629-16.6% | $4,939-4.9% | $5,439-13.7% |
| Admin fee / account holder | $657 | $16,852-96.1% | $13,881-95.3% | $10,886-94.0% |