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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 | $187,327 | $209,422-10.6% | $178,503+4.9% | $158,982+17.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.94% | 188.81%-177.9pp | 151.12%-140.2pp | 302.99%-292.0pp |
| Employer contribution / active EE | $4,475 | $5,707-21.6% | $5,011-10.7% | $4,763-6.0% |
| Participant deferral / active EE | $5,404 | $5,955-9.2% | $5,202+3.9% | $5,983-9.7% |
| Admin fee / account holder | $1,866 | $17,079-89.1% | $13,987-86.7% | $11,252-83.4% |