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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 | $131,253 | $209,425-37.3% | $178,499-26.5% | $158,966-17.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.76% | 188.80%-181.0pp | 151.10%-143.3pp | 302.95%-295.2pp |
| Employer contribution / active EE | $7,718 | $5,707+35.2% | $5,011+54.0% | $4,762+62.0% |
| Participant deferral / active EE | $7,446 | $5,955+25.0% | $5,202+43.1% | $5,983+24.4% |
| Admin fee / account holder | $1,530 | $17,078-91.0% | $13,986-89.1% | $11,250-86.4% |