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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 | $162,042 | $209,405-22.6% | $178,486-9.2% | $158,931+2.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.76% | 188.77%-170.0pp | 151.08%-132.3pp | 302.86%-284.1pp |
| Employer contribution / active EE | $8,504 | $5,707+49.0% | $5,011+69.7% | $4,761+78.6% |
| Participant deferral / active EE | $8,418 | $5,954+41.4% | $5,202+61.8% | $5,982+40.7% |
| Admin fee / account holder | $13,746 | $17,076-19.5% | $13,985-1.7% | $11,247+22.2% |