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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 | $138,315 | $209,425-34.0% | $178,499-22.5% | $158,966-13.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.12% | 188.80%-179.7pp | 151.10%-142.0pp | 302.95%-293.8pp |
| Employer contribution / active EE | $5,160 | $5,707-9.6% | $5,011+3.0% | $4,762+8.4% |
| Participant deferral / active EE | $8,952 | $5,955+50.3% | $5,202+72.1% | $5,983+49.6% |
| Admin fee / account holder | $158,941 | $17,078+830.7% | $13,986+1036.4% | $11,250+1312.8% |