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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 | $175,788 | $138,075+27.3% | $123,552+42.3% | $135,379+29.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 11.26% | 153.70%-142.4pp | 119.20%-107.9pp | 519.79%-508.5pp |
| Employer contribution / active EE | $2,666 | $5,152-48.3% | $4,628-42.4% | $4,779-44.2% |
| Participant deferral / active EE | $4,463 | $6,800-34.4% | $6,426-30.5% | $5,609-20.4% |
| Admin fee / account holder | $12,574 | $10,917+15.2% | $9,285+35.4% | $10,828+16.1% |