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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 | $178,723 | $217,432-17.8% | $185,851-3.8% | $167,553+6.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.71% | 148.43%-136.7pp | 122.11%-110.4pp | 478.89%-467.2pp |
| Employer contribution / active EE | $5,442 | $5,874-7.4% | $5,168+5.3% | $4,840+12.4% |
| Participant deferral / active EE | $7,404 | $6,357+16.5% | $5,569+33.0% | $6,343+16.7% |
| Admin fee / account holder | $20,305 | $19,820+2.4% | $16,245+25.0% | $12,316+64.9% |