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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 | $122,441 | $209,422-41.5% | $178,503-31.4% | $158,982-23.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.16% | 188.81%-175.6pp | 151.12%-138.0pp | 302.99%-289.8pp |
| Employer contribution / active EE | $6,124 | $5,707+7.3% | $5,011+22.2% | $4,763+28.6% |
| Participant deferral / active EE | $5,828 | $5,955-2.1% | $5,202+12.0% | $5,983-2.6% |
| Admin fee / account holder | $14,868 | $17,079-12.9% | $13,987+6.3% | $11,252+32.1% |