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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 | $153,551 | $209,422-26.7% | $178,503-14.0% | $158,982-3.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.96% | 188.81%-174.8pp | 151.12%-137.2pp | 302.99%-289.0pp |
| Employer contribution / active EE | $5,897 | $5,707+3.3% | $5,011+17.7% | $4,763+23.8% |
| Participant deferral / active EE | $6,044 | $5,955+1.5% | $5,202+16.2% | $5,983+1.0% |
| Admin fee / account holder | $814 | $17,079-95.2% | $13,987-94.2% | $11,252-92.8% |