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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 | $161,374 | $198,457-18.7% | $170,435-5.3% | $147,586+9.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.84% | 257.30%-245.5pp | 205.94%-194.1pp | 578.59%-566.8pp |
| Employer contribution / active EE | $2,215 | $6,183-64.2% | $5,432-59.2% | $4,876-54.6% |
| Participant deferral / active EE | $6,026 | $5,629+7.0% | $4,939+22.0% | $5,439+10.8% |
| Admin fee / account holder | $45,167 | $16,852+168.0% | $13,881+225.4% | $10,886+314.9% |