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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 | $143,799 | $209,422-31.3% | $178,503-19.4% | $158,982-9.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.35% | 188.81%-177.5pp | 151.12%-139.8pp | 302.99%-291.6pp |
| Employer contribution / active EE | $2,709 | $5,707-52.5% | $5,011-45.9% | $4,763-43.1% |
| Participant deferral / active EE | $5,123 | $5,955-14.0% | $5,202-1.5% | $5,983-14.4% |
| Admin fee / account holder | $1,160 | $17,079-93.2% | $13,987-91.7% | $11,252-89.7% |