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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 | $152,461 | $209,425-27.2% | $178,499-14.6% | $158,966-4.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.61% | 188.80%-181.2pp | 151.10%-143.5pp | 302.95%-295.3pp |
| Employer contribution / active EE | $6,547 | $5,707+14.7% | $5,011+30.6% | $4,762+37.5% |
| Participant deferral / active EE | $5,180 | $5,955-13.0% | $5,202-0.4% | $5,983-13.4% |
| Admin fee / account holder | $1,475 | $17,078-91.4% | $13,986-89.5% | $11,250-86.9% |