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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 | $163,964 | $183,988-10.9% | $162,177+1.1% | $152,897+7.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 19.72% | 150.79%-131.1pp | 115.60%-95.9pp | 345.43%-325.7pp |
| Employer contribution / active EE | $3,238 | $6,370-49.2% | $5,613-42.3% | $4,764-32.0% |
| Participant deferral / active EE | $15,737 | $8,032+95.9% | $7,297+115.7% | $5,851+169.0% |
| Admin fee / account holder | $17,499 | $13,123+33.3% | $10,843+61.4% | $11,599+50.9% |