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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 | $172,974 | $227,633-24.0% | $189,597-8.8% | $167,553+3.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.41% | 78.45%-65.0pp | 64.20%-50.8pp | 478.89%-465.5pp |
| Employer contribution / active EE | $8,335 | $5,317+56.8% | $4,412+88.9% | $4,840+72.2% |
| Participant deferral / active EE | $6,266 | $7,003-10.5% | $6,174+1.5% | $6,343-1.2% |
| Admin fee / account holder | $17,573 | $11,879+47.9% | $9,807+79.2% | $12,316+42.7% |