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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 | $195,155 | $184,000+6.1% | $162,185+20.3% | $152,909+27.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 37.01% | 150.80%-113.8pp | 115.61%-78.6pp | 345.46%-308.5pp |
| Employer contribution / active EE | $3,268 | $6,370-48.7% | $5,613-41.8% | $4,764-31.4% |
| Participant deferral / active EE | $8,341 | $8,033+3.8% | $7,297+14.3% | $5,851+42.5% |
| Admin fee / account holder | $2,857 | $13,124-78.2% | $10,844-73.7% | $11,601-75.4% |