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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 | $173,502 | $175,259-1.0% | $149,723+15.9% | $139,487+24.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.91% | 166.82%-151.9pp | 134.50%-119.6pp | 373.84%-358.9pp |
| Employer contribution / active EE | $8,264 | $5,478+50.9% | $4,821+71.4% | $4,755+73.8% |
| Participant deferral / active EE | $5,128 | $6,522-21.4% | $5,682-9.8% | $6,713-23.6% |
| Admin fee / account holder | $572 | $16,158-96.5% | $13,215-95.7% | $11,407-95.0% |