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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 | $192,978 | $208,088-7.3% | $186,193+3.6% | $154,746+24.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 16.14% | 89.97%-73.8pp | 78.03%-61.9pp | 172.34%-156.2pp |
| Employer contribution / active EE | $7,621 | $4,340+75.6% | $3,918+94.5% | $4,379+74.0% |
| Participant deferral / active EE | $18,719 | $7,078+164.5% | $6,513+187.4% | $6,730+178.1% |
| Admin fee / account holder | $6,292 | $11,698-46.2% | $11,058-43.1% | $14,365-56.2% |