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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 | $185,298 | $226,105-18.0% | $182,540+1.5% | $152,897+21.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 9.47% | 192.58%-183.1pp | 148.58%-139.1pp | 345.43%-336.0pp |
| Employer contribution / active EE | $2,719 | $4,978-45.4% | $4,076-33.3% | $4,764-42.9% |
| Participant deferral / active EE | $5,464 | $6,370-14.2% | $5,525-1.1% | $5,851-6.6% |
| Admin fee / account holder | $6,103 | $10,706-43.0% | $8,593-29.0% | $11,599-47.4% |