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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 | $168,329 | $209,422-19.6% | $178,503-5.7% | $158,982+5.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.93% | 188.81%-175.9pp | 151.12%-138.2pp | 302.99%-290.1pp |
| Employer contribution / active EE | $2,978 | $5,707-47.8% | $5,011-40.6% | $4,763-37.5% |
| Participant deferral / active EE | $8,954 | $5,955+50.4% | $5,202+72.1% | $5,983+49.6% |
| Admin fee / account holder | $49,984 | $17,079+192.7% | $13,987+257.4% | $11,252+344.2% |