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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 | $157,882 | $209,428-24.6% | $178,498-11.6% | $158,950-0.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.91% | 188.78%-181.9pp | 151.09%-144.2pp | 302.91%-296.0pp |
| Employer contribution / active EE | $4,948 | $5,707-13.3% | $5,011-1.3% | $4,762+3.9% |
| Participant deferral / active EE | $9,803 | $5,955+64.6% | $5,202+88.4% | $5,983+63.9% |
| Admin fee / account holder | $18,361 | $17,077+7.5% | $13,985+31.3% | $11,248+63.2% |