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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 | $146,944 | $209,425-29.8% | $178,499-17.7% | $158,966-7.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.75% | 188.80%-175.1pp | 151.10%-137.4pp | 302.95%-289.2pp |
| Employer contribution / active EE | $2,761 | $5,707-51.6% | $5,011-44.9% | $4,762-42.0% |
| Participant deferral / active EE | $8,855 | $5,955+48.7% | $5,202+70.2% | $5,983+48.0% |
| Admin fee / account holder | $22,725 | $17,078+33.1% | $13,986+62.5% | $11,250+102.0% |