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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 | $171,468 | $209,422-18.1% | $178,503-3.9% | $158,982+7.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.06% | 188.81%-178.7pp | 151.12%-141.1pp | 302.99%-292.9pp |
| Employer contribution / active EE | $7,544 | $5,707+32.2% | $5,011+50.5% | $4,763+58.4% |
| Participant deferral / active EE | $5,373 | $5,955-9.8% | $5,202+3.3% | $5,983-10.2% |
| Admin fee / account holder | $99,374 | $17,079+481.8% | $13,987+610.5% | $11,252+783.2% |