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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 | $142,210 | $209,422-32.1% | $178,503-20.3% | $158,982-10.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.07% | 188.81%-169.7pp | 151.12%-132.0pp | 302.99%-283.9pp |
| Employer contribution / active EE | $3,256 | $5,707-42.9% | $5,011-35.0% | $4,763-31.6% |
| Participant deferral / active EE | $5,639 | $5,955-5.3% | $5,202+8.4% | $5,983-5.8% |
| Admin fee / account holder | $1,265 | $17,079-92.6% | $13,987-91.0% | $11,252-88.8% |