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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 | $181,357 | $209,425-13.4% | $178,499+1.6% | $158,966+14.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.55% | 188.80%-173.2pp | 151.10%-135.6pp | 302.95%-287.4pp |
| Employer contribution / active EE | $4,657 | $5,707-18.4% | $5,011-7.1% | $4,762-2.2% |
| Participant deferral / active EE | $4,603 | $5,955-22.7% | $5,202-11.5% | $5,983-23.1% |
| Admin fee / account holder | $856 | $17,078-95.0% | $13,986-93.9% | $11,250-92.4% |