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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 | $193,226 | $209,422-7.7% | $178,503+8.2% | $158,982+21.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.86% | 188.81%-176.9pp | 151.12%-139.3pp | 302.99%-291.1pp |
| Employer contribution / active EE | $8,363 | $5,707+46.5% | $5,011+66.9% | $4,763+75.6% |
| Participant deferral / active EE | $9,750 | $5,955+63.7% | $5,202+87.4% | $5,983+62.9% |
| Admin fee / account holder | $16,383 | $17,079-4.1% | $13,987+17.1% | $11,252+45.6% |