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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 | $112,573 | $209,422-46.2% | $178,503-36.9% | $158,982-29.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.15% | 188.81%-174.7pp | 151.12%-137.0pp | 302.99%-288.8pp |
| Employer contribution / active EE | $7,948 | $5,707+39.3% | $5,011+58.6% | $4,763+66.9% |
| Participant deferral / active EE | $8,964 | $5,955+50.5% | $5,202+72.3% | $5,983+49.8% |
| Admin fee / account holder | $11,443 | $17,079-33.0% | $13,987-18.2% | $11,252+1.7% |