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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 | $180,051 | $175,231+2.8% | $149,696+20.3% | $139,466+29.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.72% | 166.77%-156.1pp | 134.46%-123.7pp | 373.66%-362.9pp |
| Employer contribution / active EE | $7,814 | $5,478+42.6% | $4,821+62.1% | $4,754+64.4% |
| Participant deferral / active EE | $4,736 | $6,521-27.4% | $5,682-16.6% | $6,712-29.4% |
| Admin fee / account holder | $1,617 | $16,155-90.0% | $13,212-87.8% | $11,409-85.8% |