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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 | $174,802 | $175,257-0.3% | $149,717+16.8% | $139,456+25.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.18% | 166.70%-141.5pp | 134.41%-109.2pp | 373.45%-348.3pp |
| Employer contribution / active EE | $3,603 | $5,477-34.2% | $4,820-25.2% | $4,753-24.2% |
| Participant deferral / active EE | $5,113 | $6,521-21.6% | $5,682-10.0% | $6,711-23.8% |
| Admin fee / account holder | $959 | $16,156-94.1% | $13,213-92.7% | $11,407-91.6% |