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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 | $125,654 | $175,231-28.3% | $149,696-16.1% | $139,466-9.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.78% | 166.77%-150.0pp | 134.46%-117.7pp | 373.66%-356.9pp |
| Employer contribution / active EE | $7,335 | $5,478+33.9% | $4,821+52.2% | $4,754+54.3% |
| Participant deferral / active EE | $9,081 | $6,521+39.3% | $5,682+59.8% | $6,712+35.3% |
| Admin fee / account holder | $1,510 | $16,155-90.7% | $13,212-88.6% | $11,409-86.8% |