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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 | $187,395 | $176,105+6.4% | $159,474+17.5% | $167,536+11.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.57% | 331.91%-318.3pp | 263.68%-250.1pp | 478.82%-465.2pp |
| Employer contribution / active EE | $2,683 | $5,299-49.4% | $4,831-44.5% | $4,839-44.5% |
| Participant deferral / active EE | $11,708 | $7,751+51.0% | $7,353+59.2% | $6,342+84.6% |
| Admin fee / account holder | $113,838 | $12,559+806.4% | $10,802+953.8% | $12,315+824.4% |