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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 | $119,552 | $209,428-42.9% | $178,498-33.0% | $158,950-24.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.34% | 188.78%-167.4pp | 151.09%-129.8pp | 302.91%-281.6pp |
| Employer contribution / active EE | $8,566 | $5,707+50.1% | $5,011+71.0% | $4,762+79.9% |
| Participant deferral / active EE | $5,807 | $5,955-2.5% | $5,202+11.6% | $5,983-2.9% |
| Admin fee / account holder | $11,445 | $17,077-33.0% | $13,985-18.2% | $11,248+1.7% |