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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 | $155,513 | $226,135-31.2% | $182,558-14.8% | $152,909+1.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 23.06% | 192.60%-169.5pp | 148.59%-125.5pp | 345.46%-322.4pp |
| Employer contribution / active EE | $1,943 | $4,979-61.0% | $4,076-52.3% | $4,764-59.2% |
| Participant deferral / active EE | $3,701 | $6,371-41.9% | $5,526-33.0% | $5,851-36.7% |
| Admin fee / account holder | $1,125 | $10,707-89.5% | $8,594-86.9% | $11,601-90.3% |