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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 | $142,019 | $209,405-32.2% | $178,486-20.4% | $158,931-10.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.62% | 188.77%-174.2pp | 151.08%-136.5pp | 302.86%-288.2pp |
| Employer contribution / active EE | $6,608 | $5,707+15.8% | $5,011+31.9% | $4,761+38.8% |
| Participant deferral / active EE | $8,033 | $5,954+34.9% | $5,202+54.4% | $5,982+34.3% |
| Admin fee / account holder | $77,224 | $17,076+352.2% | $13,985+452.2% | $11,247+586.6% |