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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 | $159,104 | $176,105-9.7% | $159,474-0.2% | $167,536-5.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.10% | 331.91%-311.8pp | 263.68%-243.6pp | 478.82%-458.7pp |
| Employer contribution / active EE | $6,727 | $5,299+27.0% | $4,831+39.3% | $4,839+39.0% |
| Participant deferral / active EE | $10,596 | $7,751+36.7% | $7,353+44.1% | $6,342+67.1% |
| Admin fee / account holder | $791 | $12,559-93.7% | $10,802-92.7% | $12,315-93.6% |