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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 | $179,371 | $176,077+1.9% | $159,455+12.5% | $167,518+7.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.05% | 331.83%-314.8pp | 263.63%-246.6pp | 478.71%-461.7pp |
| Employer contribution / active EE | $3,690 | $5,298-30.3% | $4,830-23.6% | $4,838-23.7% |
| Participant deferral / active EE | $8,212 | $7,751+5.9% | $7,353+11.7% | $6,342+29.5% |
| Admin fee / account holder | $2,143 | $12,556-82.9% | $10,800-80.2% | $12,312-82.6% |