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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 | $212,420 | $209,428+1.4% | $178,498+19.0% | $158,950+33.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.38% | 188.78%-165.4pp | 151.09%-127.7pp | 302.91%-279.5pp |
| Employer contribution / active EE | $4,180 | $5,707-26.8% | $5,011-16.6% | $4,762-12.2% |
| Participant deferral / active EE | $5,209 | $5,955-12.5% | $5,202+0.1% | $5,983-12.9% |
| Admin fee / account holder | $8,498 | $17,077-50.2% | $13,985-39.2% | $11,248-24.5% |