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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 | $186,971 | $209,422-10.7% | $178,503+4.7% | $158,982+17.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.17% | 188.81%-177.6pp | 151.12%-139.9pp | 302.99%-291.8pp |
| Employer contribution / active EE | $6,591 | $5,707+15.5% | $5,011+31.5% | $4,763+38.4% |
| Participant deferral / active EE | $5,148 | $5,955-13.6% | $5,202-1.0% | $5,983-14.0% |
| Admin fee / account holder | $3,935 | $17,079-77.0% | $13,987-71.9% | $11,252-65.0% |