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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 | $198,200 | $202,463-2.1% | $169,397+17.0% | $139,487+42.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 14.87% | 532.64%-517.8pp | 406.23%-391.4pp | 373.84%-359.0pp |
| Employer contribution / active EE | $2,151 | $4,694-54.2% | $4,013-46.4% | $4,755-54.8% |
| Participant deferral / active EE | $4,675 | $6,941-32.6% | $6,223-24.9% | $6,713-30.4% |
| Admin fee / account holder | $7,606 | $10,726-29.1% | $9,017-15.7% | $11,407-33.3% |