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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 | $162,102 | $209,874-22.8% | $189,537-14.5% | $167,536-3.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.74% | 748.61%-731.9pp | 555.34%-538.6pp | 478.82%-462.1pp |
| Employer contribution / active EE | $4,503 | $6,913-34.9% | $6,161-26.9% | $4,839-6.9% |
| Participant deferral / active EE | $6,761 | $8,934-24.3% | $8,220-17.7% | $6,342+6.6% |
| Admin fee / account holder | $764 | $14,299-94.7% | $12,048-93.7% | $12,315-93.8% |