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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 | $129,661 | $209,428-38.1% | $178,498-27.4% | $158,950-18.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.92% | 188.78%-168.9pp | 151.09%-131.2pp | 302.91%-283.0pp |
| Employer contribution / active EE | $1,710 | $5,707-70.0% | $5,011-65.9% | $4,762-64.1% |
| Participant deferral / active EE | $13,397 | $5,955+125.0% | $5,202+157.5% | $5,983+123.9% |
| Admin fee / account holder | $20,422 | $17,077+19.6% | $13,985+46.0% | $11,248+81.6% |