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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 | $155,163 | $209,422-25.9% | $178,503-13.1% | $158,982-2.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.08% | 188.81%-180.7pp | 151.12%-143.0pp | 302.99%-294.9pp |
| Employer contribution / active EE | $2,798 | $5,707-51.0% | $5,011-44.2% | $4,763-41.3% |
| Participant deferral / active EE | $8,800 | $5,955+47.8% | $5,202+69.2% | $5,983+47.1% |
| Admin fee / account holder | $764 | $17,079-95.5% | $13,987-94.5% | $11,252-93.2% |