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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 | $212,904 | $176,105+20.9% | $159,474+33.5% | $167,536+27.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.72% | 331.91%-318.2pp | 263.68%-250.0pp | 478.82%-465.1pp |
| Employer contribution / active EE | $7,014 | $5,299+32.4% | $4,831+45.2% | $4,839+45.0% |
| Participant deferral / active EE | $3,950 | $7,751-49.0% | $7,353-46.3% | $6,342-37.7% |
| Admin fee / account holder | $1,742 | $12,559-86.1% | $10,802-83.9% | $12,315-85.9% |