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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 | $158,101 | $165,399-4.4% | $149,745+5.6% | $158,982-0.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.03% | 348.34%-335.3pp | 276.72%-263.7pp | 302.99%-290.0pp |
| Employer contribution / active EE | $9,008 | $5,105+76.5% | $4,646+93.9% | $4,763+89.1% |
| Participant deferral / active EE | $7,343 | $7,183+2.2% | $6,843+7.3% | $5,983+22.7% |
| Admin fee / account holder | $24,275 | $10,811+124.5% | $9,312+160.7% | $11,252+115.7% |