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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 | $129,203 | $209,422-38.3% | $178,503-27.6% | $158,982-18.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.78% | 188.81%-171.0pp | 151.12%-133.3pp | 302.99%-285.2pp |
| Employer contribution / active EE | $6,794 | $5,707+19.0% | $5,011+35.6% | $4,763+42.6% |
| Participant deferral / active EE | $2,742 | $5,955-54.0% | $5,202-47.3% | $5,983-54.2% |
| Admin fee / account holder | $452 | $17,079-97.4% | $13,987-96.8% | $11,252-96.0% |