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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 | $156,370 | $209,422-25.3% | $178,503-12.4% | $158,982-1.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.05% | 188.81%-176.8pp | 151.12%-139.1pp | 302.99%-290.9pp |
| Employer contribution / active EE | $16,599 | $5,707+190.9% | $5,011+231.2% | $4,763+248.5% |
| Participant deferral / active EE | $14,810 | $5,955+148.7% | $5,202+184.7% | $5,983+147.5% |
| Admin fee / account holder | $1,567 | $17,079-90.8% | $13,987-88.8% | $11,252-86.1% |