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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 | $154,104 | $165,351-6.8% | $149,710+2.9% | $158,931-3.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.50% | 348.19%-335.7pp | 276.63%-264.1pp | 302.86%-290.4pp |
| Employer contribution / active EE | $7,466 | $5,103+46.3% | $4,645+60.7% | $4,761+56.8% |
| Participant deferral / active EE | $5,312 | $7,181-26.0% | $6,842-22.4% | $5,982-11.2% |
| Admin fee / account holder | $946 | $10,807-91.3% | $9,309-89.8% | $11,247-91.6% |