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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 | $159,482 | $165,399-3.6% | $149,745+6.5% | $158,982+0.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 38.40% | 348.34%-309.9pp | 276.72%-238.3pp | 302.99%-264.6pp |
| Employer contribution / active EE | $2,901 | $5,105-43.2% | $4,646-37.6% | $4,763-39.1% |
| Participant deferral / active EE | $9,750 | $7,183+35.7% | $6,843+42.5% | $5,983+62.9% |
| Admin fee / account holder | $3,476 | $10,811-67.8% | $9,312-62.7% | $11,252-69.1% |