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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 | $138,533 | $209,425-33.9% | $178,499-22.4% | $158,966-12.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.67% | 188.80%-173.1pp | 151.10%-135.4pp | 302.95%-287.3pp |
| Employer contribution / active EE | $11,237 | $5,707+96.9% | $5,011+124.2% | $4,762+136.0% |
| Participant deferral / active EE | $7,930 | $5,955+33.2% | $5,202+52.4% | $5,983+32.5% |
| Admin fee / account holder | $879 | $17,078-94.9% | $13,986-93.7% | $11,250-92.2% |