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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 | $189,841 | $209,422-9.4% | $178,503+6.4% | $158,982+19.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.81% | 188.81%-171.0pp | 151.12%-133.3pp | 302.99%-285.2pp |
| Employer contribution / active EE | $9,238 | $5,707+61.9% | $5,011+84.3% | $4,763+94.0% |
| Participant deferral / active EE | $4,472 | $5,955-24.9% | $5,202-14.0% | $5,983-25.3% |
| Admin fee / account holder | $1,040 | $17,079-93.9% | $13,987-92.6% | $11,252-90.8% |