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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 | $163,449 | $183,988-11.2% | $162,177+0.8% | $152,897+6.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 19.26% | 150.79%-131.5pp | 115.60%-96.3pp | 345.43%-326.2pp |
| Employer contribution / active EE | $4,192 | $6,370-34.2% | $5,613-25.3% | $4,764-12.0% |
| Participant deferral / active EE | $8,560 | $8,032+6.6% | $7,297+17.3% | $5,851+46.3% |
| Admin fee / account holder | $8,189 | $13,123-37.6% | $10,843-24.5% | $11,599-29.4% |