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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 | $140,298 | $209,425-33.0% | $178,499-21.4% | $158,966-11.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.07% | 188.80%-166.7pp | 151.10%-129.0pp | 302.95%-280.9pp |
| Employer contribution / active EE | $8,463 | $5,707+48.3% | $5,011+68.9% | $4,762+77.7% |
| Participant deferral / active EE | $14,422 | $5,955+142.2% | $5,202+177.2% | $5,983+141.0% |
| Admin fee / account holder | $2,663 | $17,078-84.4% | $13,986-81.0% | $11,250-76.3% |