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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 | $167,990 | $202,440-17.0% | $169,390-0.8% | $139,466+20.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 17.23% | 532.36%-515.1pp | 406.07%-388.8pp | 373.66%-356.4pp |
| Employer contribution / active EE | $4,917 | $4,693+4.8% | $4,013+22.5% | $4,754+3.4% |
| Participant deferral / active EE | $13,116 | $6,940+89.0% | $6,222+110.8% | $6,712+95.4% |
| Admin fee / account holder | $4,130 | $10,722-61.5% | $9,015-54.2% | $11,409-63.8% |