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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 | $154,210 | $209,422-26.4% | $178,503-13.6% | $158,982-3.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 26.87% | 188.81%-161.9pp | 151.12%-124.3pp | 302.99%-276.1pp |
| Employer contribution / active EE | $8,896 | $5,707+55.9% | $5,011+77.5% | $4,763+86.8% |
| Participant deferral / active EE | $8,983 | $5,955+50.8% | $5,202+72.7% | $5,983+50.1% |
| Admin fee / account holder | $2,015 | $17,079-88.2% | $13,987-85.6% | $11,252-82.1% |