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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 | $211,631 | $176,105+20.2% | $159,474+32.7% | $167,536+26.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.81% | 331.91%-312.1pp | 263.68%-243.9pp | 478.82%-459.0pp |
| Employer contribution / active EE | $3,546 | $5,299-33.1% | $4,831-26.6% | $4,839-26.7% |
| Participant deferral / active EE | $8,972 | $7,751+15.7% | $7,353+22.0% | $6,342+41.5% |
| Admin fee / account holder | $2,842 | $12,559-77.4% | $10,802-73.7% | $12,315-76.9% |