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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 | $159,308 | $217,432-26.7% | $185,851-14.3% | $167,553-4.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.97% | 148.43%-137.5pp | 122.11%-111.1pp | 478.89%-467.9pp |
| Employer contribution / active EE | $8,808 | $5,874+49.9% | $5,168+70.4% | $4,840+82.0% |
| Participant deferral / active EE | $5,325 | $6,357-16.2% | $5,569-4.4% | $6,343-16.0% |
| Admin fee / account holder | $5,397 | $19,820-72.8% | $16,245-66.8% | $12,316-56.2% |