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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 | $217,277 | $175,231+24.0% | $149,696+45.1% | $139,466+55.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.65% | 166.77%-152.1pp | 134.46%-119.8pp | 373.66%-359.0pp |
| Employer contribution / active EE | $2,447 | $5,478-55.3% | $4,821-49.2% | $4,754-48.5% |
| Participant deferral / active EE | $4,514 | $6,521-30.8% | $5,682-20.6% | $6,712-32.7% |
| Admin fee / account holder | $2,734 | $16,155-83.1% | $13,212-79.3% | $11,409-76.0% |