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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 | $146,981 | $168,635-12.8% | $147,617-0.4% | $125,389+17.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.48% | 77.65%-77.2pp | 61.98%-61.5pp | 282.24%-281.8pp |
| Employer contribution / active EE | $7,868 | $6,252+25.8% | $5,564+41.4% | $4,866+61.7% |
| Participant deferral / active EE | $5,970 | $5,507+8.4% | $4,895+21.9% | $5,352+11.5% |
| Admin fee / account holder | $18,640 | $13,580+37.3% | $11,612+60.5% | $9,541+95.4% |