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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 | $181,692 | $217,432-16.4% | $185,851-2.2% | $167,553+8.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 24.71% | 148.43%-123.7pp | 122.11%-97.4pp | 478.89%-454.2pp |
| Employer contribution / active EE | $3,905 | $5,874-33.5% | $5,168-24.4% | $4,840-19.3% |
| Participant deferral / active EE | $8,667 | $6,357+36.3% | $5,569+55.6% | $6,343+36.6% |
| Admin fee / account holder | $778 | $19,820-96.1% | $16,245-95.2% | $12,316-93.7% |