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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 | $151,834 | $217,432-30.2% | $185,851-18.3% | $167,553-9.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.98% | 148.43%-133.4pp | 122.11%-107.1pp | 478.89%-463.9pp |
| Employer contribution / active EE | $8,289 | $5,874+41.1% | $5,168+60.4% | $4,840+71.3% |
| Participant deferral / active EE | $4,934 | $6,357-22.4% | $5,569-11.4% | $6,343-22.2% |
| Admin fee / account holder | $837 | $19,820-95.8% | $16,245-94.8% | $12,316-93.2% |