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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 | $141,313 | $209,422-32.5% | $178,503-20.8% | $158,982-11.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.38% | 188.81%-179.4pp | 151.12%-141.7pp | 302.99%-293.6pp |
| Employer contribution / active EE | $11,275 | $5,707+97.6% | $5,011+125.0% | $4,763+136.7% |
| Participant deferral / active EE | $9,746 | $5,955+63.7% | $5,202+87.3% | $5,983+62.9% |
| Admin fee / account holder | $5,443 | $17,079-68.1% | $13,987-61.1% | $11,252-51.6% |