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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 | $165,766 | $176,120-5.9% | $159,487+3.9% | $167,553-1.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.15% | 331.95%-316.8pp | 263.71%-248.6pp | 478.89%-463.7pp |
| Employer contribution / active EE | $16,077 | $5,299+203.4% | $4,831+232.8% | $4,840+232.2% |
| Participant deferral / active EE | $9,902 | $7,752+27.7% | $7,354+34.6% | $6,343+56.1% |
| Admin fee / account holder | $1,650 | $12,561-86.9% | $10,804-84.7% | $12,316-86.6% |