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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 | $204,208 | $176,105+16.0% | $159,474+28.1% | $167,536+21.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.60% | 331.91%-318.3pp | 263.68%-250.1pp | 478.82%-465.2pp |
| Employer contribution / active EE | $17,794 | $5,299+235.8% | $4,831+268.3% | $4,839+267.7% |
| Participant deferral / active EE | $15,546 | $7,751+100.6% | $7,353+111.4% | $6,342+145.1% |
| Admin fee / account holder | $5,719 | $12,559-54.5% | $10,802-47.1% | $12,315-53.6% |