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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 | $208,442 | $209,425-0.5% | $178,499+16.8% | $158,966+31.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.06% | 188.80%-180.7pp | 151.10%-143.0pp | 302.95%-294.9pp |
| Employer contribution / active EE | $4,108 | $5,707-28.0% | $5,011-18.0% | $4,762-13.7% |
| Participant deferral / active EE | $5,713 | $5,955-4.1% | $5,202+9.8% | $5,983-4.5% |
| Admin fee / account holder | $17,923 | $17,078+4.9% | $13,986+28.1% | $11,250+59.3% |