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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 | $147,194 | $210,698-30.1% | $178,014-17.3% | $145,959+0.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.12% | 386.27%-378.2pp | 294.80%-286.7pp | 561.95%-553.8pp |
| Employer contribution / active EE | $7,833 | $4,567+71.5% | $3,950+98.3% | $4,661+68.1% |
| Participant deferral / active EE | $7,990 | $6,958+14.8% | $6,276+27.3% | $6,689+19.5% |
| Admin fee / account holder | $3,944 | $12,016-67.2% | $10,362-61.9% | $13,398-70.6% |