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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 | $186,618 | $209,428-10.9% | $178,498+4.5% | $158,950+17.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.42% | 188.78%-175.4pp | 151.09%-137.7pp | 302.91%-289.5pp |
| Employer contribution / active EE | $9,297 | $5,707+62.9% | $5,011+85.5% | $4,762+95.2% |
| Participant deferral / active EE | $8,605 | $5,955+44.5% | $5,202+65.4% | $5,983+43.8% |
| Admin fee / account holder | $19,762 | $17,077+15.7% | $13,985+41.3% | $11,248+75.7% |