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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 | $181,287 | $209,422-13.4% | $178,503+1.6% | $158,982+14.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.45% | 188.81%-179.4pp | 151.12%-141.7pp | 302.99%-293.5pp |
| Employer contribution / active EE | $4,128 | $5,707-27.7% | $5,011-17.6% | $4,763-13.3% |
| Participant deferral / active EE | $5,320 | $5,955-10.7% | $5,202+2.3% | $5,983-11.1% |
| Admin fee / account holder | $2,240 | $17,079-86.9% | $13,987-84.0% | $11,252-80.1% |