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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 | $152,905 | $209,422-27.0% | $178,503-14.3% | $158,982-3.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.86% | 188.81%-163.9pp | 151.12%-126.3pp | 302.99%-278.1pp |
| Employer contribution / active EE | $2,016 | $5,707-64.7% | $5,011-59.8% | $4,763-57.7% |
| Participant deferral / active EE | $4,759 | $5,955-20.1% | $5,202-8.5% | $5,983-20.5% |
| Admin fee / account holder | $4,324 | $17,079-74.7% | $13,987-69.1% | $11,252-61.6% |