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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 | $185,212 | $196,972-6.0% | $182,262+1.6% | $198,609-6.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 12.21% | 158.27%-146.1pp | 140.60%-128.4pp | 202.70%-190.5pp |
| Employer contribution / active EE | $3,208 | $5,364-40.2% | $5,046-36.4% | $5,055-36.6% |
| Participant deferral / active EE | $9,153 | $8,643+5.9% | $8,276+10.6% | $6,977+31.2% |
| Admin fee / account holder | $40,345 | $18,429+118.9% | $16,712+141.4% | $19,030+112.0% |