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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 | $168,736 | $209,422-19.4% | $178,503-5.5% | $158,982+6.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.23% | 188.81%-166.6pp | 151.12%-128.9pp | 302.99%-280.8pp |
| Employer contribution / active EE | $4,791 | $5,707-16.0% | $5,011-4.4% | $4,763+0.6% |
| Participant deferral / active EE | $6,639 | $5,955+11.5% | $5,202+27.6% | $5,983+10.9% |
| Admin fee / account holder | $507 | $17,079-97.0% | $13,987-96.4% | $11,252-95.5% |