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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 | $164,329 | $209,425-21.5% | $178,499-7.9% | $158,966+3.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.24% | 188.80%-179.6pp | 151.10%-141.9pp | 302.95%-293.7pp |
| Employer contribution / active EE | $8,780 | $5,707+53.8% | $5,011+75.2% | $4,762+84.4% |
| Participant deferral / active EE | $17,333 | $5,955+191.1% | $5,202+233.2% | $5,983+189.7% |
| Admin fee / account holder | $4,228 | $17,078-75.2% | $13,986-69.8% | $11,250-62.4% |