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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 | $211,563 | $209,422+1.0% | $178,503+18.5% | $158,982+33.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.87% | 188.81%-176.9pp | 151.12%-139.2pp | 302.99%-291.1pp |
| Employer contribution / active EE | $3,336 | $5,707-41.5% | $5,011-33.4% | $4,763-30.0% |
| Participant deferral / active EE | $4,921 | $5,955-17.4% | $5,202-5.4% | $5,983-17.7% |
| Admin fee / account holder | $1,168 | $17,079-93.2% | $13,987-91.7% | $11,252-89.6% |