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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 | $145,049 | $209,425-30.7% | $178,499-18.7% | $158,966-8.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.86% | 188.80%-176.9pp | 151.10%-139.2pp | 302.95%-291.1pp |
| Employer contribution / active EE | $8,228 | $5,707+44.2% | $5,011+64.2% | $4,762+72.8% |
| Participant deferral / active EE | $9,137 | $5,955+53.4% | $5,202+75.6% | $5,983+52.7% |
| Admin fee / account holder | $1,469 | $17,078-91.4% | $13,986-89.5% | $11,250-86.9% |