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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 | $138,311 | $176,105-21.5% | $159,474-13.3% | $167,536-17.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.37% | 331.91%-317.5pp | 263.68%-249.3pp | 478.82%-464.4pp |
| Employer contribution / active EE | $6,674 | $5,299+25.9% | $4,831+38.2% | $4,839+37.9% |
| Participant deferral / active EE | $6,226 | $7,751-19.7% | $7,353-15.3% | $6,342-1.8% |
| Admin fee / account holder | $9,285 | $12,559-26.1% | $10,802-14.0% | $12,315-24.6% |