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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 | $142,468 | $209,405-32.0% | $178,486-20.2% | $158,931-10.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.11% | 188.77%-175.7pp | 151.08%-138.0pp | 302.86%-289.8pp |
| Employer contribution / active EE | $7,939 | $5,707+39.1% | $5,011+58.4% | $4,761+66.7% |
| Participant deferral / active EE | $6,738 | $5,954+13.2% | $5,202+29.5% | $5,982+12.6% |
| Admin fee / account holder | $1,579 | $17,076-90.8% | $13,985-88.7% | $11,247-86.0% |