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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 | $134,222 | $209,422-35.9% | $178,503-24.8% | $158,982-15.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.34% | 188.81%-174.5pp | 151.12%-136.8pp | 302.99%-288.6pp |
| Employer contribution / active EE | $4,822 | $5,707-15.5% | $5,011-3.8% | $4,763+1.2% |
| Participant deferral / active EE | $7,230 | $5,955+21.4% | $5,202+39.0% | $5,983+20.8% |
| Admin fee / account holder | $5,574 | $17,079-67.4% | $13,987-60.1% | $11,252-50.5% |