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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 | $126,207 | $209,422-39.7% | $178,503-29.3% | $158,982-20.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.85% | 188.81%-177.0pp | 151.12%-139.3pp | 302.99%-291.1pp |
| Employer contribution / active EE | $6,612 | $5,707+15.9% | $5,011+32.0% | $4,763+38.8% |
| Participant deferral / active EE | $5,371 | $5,955-9.8% | $5,202+3.2% | $5,983-10.2% |
| Admin fee / account holder | $10,213 | $17,079-40.2% | $13,987-27.0% | $11,252-9.2% |