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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 | $173,427 | $209,425-17.2% | $178,499-2.8% | $158,966+9.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.84% | 188.80%-175.0pp | 151.10%-137.3pp | 302.95%-289.1pp |
| Employer contribution / active EE | $2,112 | $5,707-63.0% | $5,011-57.9% | $4,762-55.7% |
| Participant deferral / active EE | $7,158 | $5,955+20.2% | $5,202+37.6% | $5,983+19.6% |
| Admin fee / account holder | $4,486 | $17,078-73.7% | $13,986-67.9% | $11,250-60.1% |