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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 | $204,330 | $217,432-6.0% | $185,849+9.9% | $167,536+22.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 26.65% | 148.42%-121.8pp | 122.10%-95.4pp | 478.82%-452.2pp |
| Employer contribution / active EE | $5,064 | $5,875-13.8% | $5,169-2.0% | $4,839+4.6% |
| Participant deferral / active EE | $13,000 | $6,357+104.5% | $5,569+133.4% | $6,342+105.0% |
| Admin fee / account holder | $2,320 | $19,818-88.3% | $16,244-85.7% | $12,315-81.2% |