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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 | $196,880 | $176,077+11.8% | $159,455+23.5% | $167,518+17.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.00% | 331.83%-317.8pp | 263.63%-249.6pp | 478.71%-464.7pp |
| Employer contribution / active EE | $3,104 | $5,298-41.4% | $4,830-35.7% | $4,838-35.9% |
| Participant deferral / active EE | $6,138 | $7,751-20.8% | $7,353-16.5% | $6,342-3.2% |
| Admin fee / account holder | $73,942 | $12,556+488.9% | $10,800+584.6% | $12,312+500.5% |