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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 | $231,430 | $209,425+10.5% | $178,499+29.7% | $158,966+45.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.93% | 188.80%-174.9pp | 151.10%-137.2pp | 302.95%-289.0pp |
| Employer contribution / active EE | $1,873 | $5,707-67.2% | $5,011-62.6% | $4,762-60.7% |
| Participant deferral / active EE | $5,860 | $5,955-1.6% | $5,202+12.7% | $5,983-2.0% |
| Admin fee / account holder | $3,100 | $17,078-81.8% | $13,986-77.8% | $11,250-72.4% |