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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 | $179,388 | $217,427-17.5% | $185,837-3.5% | $167,518+7.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.14% | 148.39%-139.2pp | 122.08%-112.9pp | 478.71%-469.6pp |
| Employer contribution / active EE | $6,326 | $5,874+7.7% | $5,168+22.4% | $4,838+30.7% |
| Participant deferral / active EE | $8,167 | $6,357+28.5% | $5,568+46.7% | $6,342+28.8% |
| Admin fee / account holder | $715 | $19,816-96.4% | $16,241-95.6% | $12,312-94.2% |