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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 | $212,683 | $176,077+20.8% | $159,455+33.4% | $167,518+27.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.28% | 331.83%-309.6pp | 263.63%-241.3pp | 478.71%-456.4pp |
| Employer contribution / active EE | $2,022 | $5,298-61.8% | $4,830-58.1% | $4,838-58.2% |
| Participant deferral / active EE | $9,530 | $7,751+22.9% | $7,353+29.6% | $6,342+50.3% |
| Admin fee / account holder | $4,010 | $12,556-68.1% | $10,800-62.9% | $12,312-67.4% |