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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 | $172,675 | $184,000-6.2% | $162,185+6.5% | $152,909+12.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 19.24% | 150.80%-131.6pp | 115.61%-96.4pp | 345.46%-326.2pp |
| Employer contribution / active EE | $2,152 | $6,370-66.2% | $5,613-61.7% | $4,764-54.8% |
| Participant deferral / active EE | $8,393 | $8,033+4.5% | $7,297+15.0% | $5,851+43.4% |
| Admin fee / account holder | $1,684 | $13,124-87.2% | $10,844-84.5% | $11,601-85.5% |