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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 | $194,794 | $175,231+11.2% | $149,696+30.1% | $139,466+39.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.69% | 166.77%-149.1pp | 134.46%-116.8pp | 373.66%-356.0pp |
| Employer contribution / active EE | $4,962 | $5,478-9.4% | $4,821+2.9% | $4,754+4.4% |
| Participant deferral / active EE | $8,859 | $6,521+35.9% | $5,682+55.9% | $6,712+32.0% |
| Admin fee / account holder | $5,776 | $16,155-64.2% | $13,212-56.3% | $11,409-49.4% |