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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 | $153,452 | $209,422-26.7% | $178,503-14.0% | $158,982-3.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.69% | 188.81%-179.1pp | 151.12%-141.4pp | 302.99%-293.3pp |
| Employer contribution / active EE | $6,156 | $5,707+7.9% | $5,011+22.8% | $4,763+29.2% |
| Participant deferral / active EE | $11,951 | $5,955+100.7% | $5,202+129.7% | $5,983+99.7% |
| Admin fee / account holder | $820 | $17,079-95.2% | $13,987-94.1% | $11,252-92.7% |