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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 | $170,785 | $209,422-18.4% | $178,503-4.3% | $158,982+7.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.17% | 188.81%-180.6pp | 151.12%-142.9pp | 302.99%-294.8pp |
| Employer contribution / active EE | $4,179 | $5,707-26.8% | $5,011-16.6% | $4,763-12.3% |
| Participant deferral / active EE | $6,181 | $5,955+3.8% | $5,202+18.8% | $5,983+3.3% |
| Admin fee / account holder | $5,428 | $17,079-68.2% | $13,987-61.2% | $11,252-51.8% |