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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 | $182,524 | $209,422-12.8% | $178,503+2.3% | $158,982+14.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.71% | 188.81%-167.1pp | 151.12%-129.4pp | 302.99%-281.3pp |
| Employer contribution / active EE | $5,197 | $5,707-8.9% | $5,011+3.7% | $4,763+9.1% |
| Participant deferral / active EE | $4,417 | $5,955-25.8% | $5,202-15.1% | $5,983-26.2% |
| Admin fee / account holder | $1,277 | $17,079-92.5% | $13,987-90.9% | $11,252-88.6% |