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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 | $122,308 | $209,422-41.6% | $178,503-31.5% | $158,982-23.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.66% | 188.81%-182.1pp | 151.12%-144.5pp | 302.99%-296.3pp |
| Employer contribution / active EE | $8,202 | $5,707+43.7% | $5,011+63.7% | $4,763+72.2% |
| Participant deferral / active EE | $5,778 | $5,955-3.0% | $5,202+11.1% | $5,983-3.4% |
| Admin fee / account holder | $1,304 | $17,079-92.4% | $13,987-90.7% | $11,252-88.4% |