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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 | $176,212 | $209,422-15.9% | $178,503-1.3% | $158,982+10.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.11% | 188.81%-170.7pp | 151.12%-133.0pp | 302.99%-284.9pp |
| Employer contribution / active EE | $3,727 | $5,707-34.7% | $5,011-25.6% | $4,763-21.7% |
| Participant deferral / active EE | $4,317 | $5,955-27.5% | $5,202-17.0% | $5,983-27.9% |
| Admin fee / account holder | $2,182 | $17,079-87.2% | $13,987-84.4% | $11,252-80.6% |