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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 | $168,801 | $217,432-22.4% | $185,849-9.2% | $167,536+0.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.24% | 148.42%-128.2pp | 122.10%-101.9pp | 478.82%-458.6pp |
| Employer contribution / active EE | $5,215 | $5,875-11.2% | $5,169+0.9% | $4,839+7.8% |
| Participant deferral / active EE | $8,551 | $6,357+34.5% | $5,569+53.5% | $6,342+34.8% |
| Admin fee / account holder | $1,789 | $19,818-91.0% | $16,244-89.0% | $12,315-85.5% |