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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 | $165,153 | $198,457-16.8% | $170,435-3.1% | $147,586+11.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.33% | 257.30%-245.0pp | 205.94%-193.6pp | 578.59%-566.3pp |
| Employer contribution / active EE | $7,357 | $6,183+19.0% | $5,432+35.4% | $4,876+50.9% |
| Participant deferral / active EE | $7,357 | $5,629+30.7% | $4,939+48.9% | $5,439+35.3% |
| Admin fee / account holder | $98,523 | $16,852+484.6% | $13,881+609.8% | $10,886+805.1% |