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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 | $180,803 | $226,105-20.0% | $182,540-1.0% | $152,897+18.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 17.13% | 192.58%-175.4pp | 148.58%-131.4pp | 345.43%-328.3pp |
| Employer contribution / active EE | $9,484 | $4,978+90.5% | $4,076+132.7% | $4,764+99.1% |
| Participant deferral / active EE | $8,563 | $6,370+34.4% | $5,525+55.0% | $5,851+46.4% |
| Admin fee / account holder | $2,384 | $10,706-77.7% | $8,593-72.3% | $11,599-79.4% |