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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 | $232,409 | $209,422+11.0% | $178,503+30.2% | $158,982+46.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.22% | 188.81%-175.6pp | 151.12%-137.9pp | 302.99%-289.8pp |
| Employer contribution / active EE | $2,462 | $5,707-56.9% | $5,011-50.9% | $4,763-48.3% |
| Participant deferral / active EE | $8,979 | $5,955+50.8% | $5,202+72.6% | $5,983+50.1% |
| Admin fee / account holder | $1,931 | $17,079-88.7% | $13,987-86.2% | $11,252-82.8% |