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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 | $191,031 | $196,972-3.0% | $182,262+4.8% | $198,609-3.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 19.53% | 158.27%-138.7pp | 140.60%-121.1pp | 202.70%-183.2pp |
| Employer contribution / active EE | $26,525 | $5,364+394.5% | $5,046+425.7% | $5,055+424.7% |
| Participant deferral / active EE | $34,325 | $8,643+297.2% | $8,276+314.7% | $6,977+392.0% |
| Admin fee / account holder | $8,975 | $18,429-51.3% | $16,712-46.3% | $19,030-52.8% |