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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 | $176,856 | $217,427-18.7% | $185,837-4.8% | $167,518+5.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.33% | 148.39%-139.1pp | 122.08%-112.8pp | 478.71%-469.4pp |
| Employer contribution / active EE | $2,805 | $5,874-52.2% | $5,168-45.7% | $4,838-42.0% |
| Participant deferral / active EE | $7,170 | $6,357+12.8% | $5,568+28.8% | $6,342+13.1% |
| Admin fee / account holder | $71,175 | $19,816+259.2% | $16,241+338.2% | $12,312+478.1% |