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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 | $169,712 | $177,353-4.3% | $158,226+7.3% | $198,609-14.5% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 14.75% | 599.50%-584.7pp | 501.41%-486.7pp | 202.70%-187.9pp |
| Employer contribution / active EE | $827 | $3,239-74.5% | $2,986-72.3% | $5,055-83.6% |
| Participant deferral / active EE | $2,167 | $4,615-53.1% | $4,317-49.8% | $6,977-68.9% |
| Admin fee / account holder | $1,959 | $10,960-82.1% | $10,217-80.8% | $19,030-89.7% |