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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 | $172,974 | $209,422-17.4% | $178,503-3.1% | $158,982+8.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.88% | 188.81%-176.9pp | 151.12%-139.2pp | 302.99%-291.1pp |
| Employer contribution / active EE | $1,461 | $5,707-74.4% | $5,011-70.8% | $4,763-69.3% |
| Participant deferral / active EE | $7,860 | $5,955+32.0% | $5,202+51.1% | $5,983+31.4% |
| Admin fee / account holder | $2,067 | $17,079-87.9% | $13,987-85.2% | $11,252-81.6% |