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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 | $168,506 | $176,105-4.3% | $159,474+5.7% | $167,536+0.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.10% | 331.91%-310.8pp | 263.68%-242.6pp | 478.82%-457.7pp |
| Employer contribution / active EE | $30,298 | $5,299+471.8% | $4,831+527.2% | $4,839+526.1% |
| Participant deferral / active EE | $16,912 | $7,751+118.2% | $7,353+130.0% | $6,342+166.6% |
| Admin fee / account holder | $12,047 | $12,559-4.1% | $10,802+11.5% | $12,315-2.2% |