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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 | $139,780 | $209,422-33.3% | $178,503-21.7% | $158,982-12.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.63% | 188.81%-175.2pp | 151.12%-137.5pp | 302.99%-289.4pp |
| Employer contribution / active EE | $7,551 | $5,707+32.3% | $5,011+50.7% | $4,763+58.5% |
| Participant deferral / active EE | $6,325 | $5,955+6.2% | $5,202+21.6% | $5,983+5.7% |
| Admin fee / account holder | $2,402 | $17,079-85.9% | $13,987-82.8% | $11,252-78.7% |