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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 | $164,033 | $217,432-24.6% | $185,849-11.7% | $167,536-2.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.05% | 148.42%-137.4pp | 122.10%-111.0pp | 478.82%-467.8pp |
| Employer contribution / active EE | $7,186 | $5,875+22.3% | $5,169+39.0% | $4,839+48.5% |
| Participant deferral / active EE | $8,362 | $6,357+31.5% | $5,569+50.2% | $6,342+31.8% |
| Admin fee / account holder | $9,963 | $19,818-49.7% | $16,244-38.7% | $12,315-19.1% |