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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 | $191,991 | $202,440-5.2% | $169,390+13.3% | $139,466+37.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 17.90% | 532.36%-514.5pp | 406.07%-388.2pp | 373.66%-355.8pp |
| Employer contribution / active EE | $25,658 | $4,693+446.7% | $4,013+539.4% | $4,754+439.7% |
| Participant deferral / active EE | $16,936 | $6,940+144.0% | $6,222+172.2% | $6,712+152.3% |
| Admin fee / account holder | $717 | $10,722-93.3% | $9,015-92.0% | $11,409-93.7% |