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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 | $164,961 | $217,432-24.1% | $185,851-11.2% | $167,553-1.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.90% | 148.43%-135.5pp | 122.11%-109.2pp | 478.89%-466.0pp |
| Employer contribution / active EE | $7,397 | $5,874+25.9% | $5,168+43.1% | $4,840+52.8% |
| Participant deferral / active EE | $5,903 | $6,357-7.1% | $5,569+6.0% | $6,343-6.9% |
| Admin fee / account holder | $778 | $19,820-96.1% | $16,245-95.2% | $12,316-93.7% |