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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 | $158,261 | $209,425-24.4% | $178,499-11.3% | $158,966-0.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.45% | 188.80%-180.3pp | 151.10%-142.7pp | 302.95%-294.5pp |
| Employer contribution / active EE | $7,673 | $5,707+34.4% | $5,011+53.1% | $4,762+61.1% |
| Participant deferral / active EE | $6,452 | $5,955+8.3% | $5,202+24.0% | $5,983+7.8% |
| Admin fee / account holder | $1,676 | $17,078-90.2% | $13,986-88.0% | $11,250-85.1% |