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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 | $178,370 | $209,428-14.8% | $178,498-0.1% | $158,950+12.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.85% | 188.78%-171.9pp | 151.09%-134.2pp | 302.91%-286.1pp |
| Employer contribution / active EE | $7,114 | $5,707+24.7% | $5,011+42.0% | $4,762+49.4% |
| Participant deferral / active EE | $8,557 | $5,955+43.7% | $5,202+64.5% | $5,983+43.0% |
| Admin fee / account holder | $2,202 | $17,077-87.1% | $13,985-84.3% | $11,248-80.4% |