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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 | $163,387 | $183,516-11.0% | $155,534+5.0% | $145,884+12.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 258.65% | 61.43%+197.2pp | 64.92%+193.7pp | 551.85%-293.2pp |
| Employer contribution / active EE | $2,840 | $5,315-46.6% | $4,675-39.2% | $4,662-39.1% |
| Participant deferral / active EE | $12,058 | $6,467+86.5% | $5,630+114.2% | $6,690+80.2% |
| Admin fee / account holder | $1,152 | $19,293-94.0% | $15,900-92.8% | $13,392-91.4% |