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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 | $165,955 | $202,463-18.0% | $169,397-2.0% | $139,487+19.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 14.91% | 532.64%-517.7pp | 406.23%-391.3pp | 373.84%-358.9pp |
| Employer contribution / active EE | $8,247 | $4,694+75.7% | $4,013+105.5% | $4,755+73.4% |
| Participant deferral / active EE | $7,941 | $6,941+14.4% | $6,223+27.6% | $6,713+18.3% |
| Admin fee / account holder | $1,992 | $10,726-81.4% | $9,017-77.9% | $11,407-82.5% |