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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 | $236,289 | $209,422+12.8% | $178,503+32.4% | $158,982+48.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.97% | 188.81%-177.8pp | 151.12%-140.1pp | 302.99%-292.0pp |
| Employer contribution / active EE | $3,786 | $5,707-33.7% | $5,011-24.4% | $4,763-20.5% |
| Participant deferral / active EE | $6,223 | $5,955+4.5% | $5,202+19.6% | $5,983+4.0% |
| Admin fee / account holder | $50,063 | $17,079+193.1% | $13,987+257.9% | $11,252+344.9% |