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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 | $168,262 | $196,972-14.6% | $182,262-7.7% | $198,609-15.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.64% | 158.27%-142.6pp | 140.60%-125.0pp | 202.70%-187.1pp |
| Employer contribution / active EE | $8,918 | $5,364+66.3% | $5,046+76.8% | $5,055+76.4% |
| Participant deferral / active EE | $7,742 | $8,643-10.4% | $8,276-6.5% | $6,977+11.0% |
| Admin fee / account holder | $1,278 | $18,429-93.1% | $16,712-92.4% | $19,030-93.3% |