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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 | $173,242 | $209,422-17.3% | $178,503-2.9% | $158,982+9.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.41% | 188.81%-176.4pp | 151.12%-138.7pp | 302.99%-290.6pp |
| Employer contribution / active EE | $3,471 | $5,707-39.2% | $5,011-30.7% | $4,763-27.1% |
| Participant deferral / active EE | $7,888 | $5,955+32.5% | $5,202+51.6% | $5,983+31.8% |
| Admin fee / account holder | $1,022 | $17,079-94.0% | $13,987-92.7% | $11,252-90.9% |