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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 | $166,547 | $209,422-20.5% | $178,503-6.7% | $158,982+4.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.05% | 188.81%-169.8pp | 151.12%-132.1pp | 302.99%-283.9pp |
| Employer contribution / active EE | $4,284 | $5,707-24.9% | $5,011-14.5% | $4,763-10.1% |
| Participant deferral / active EE | $9,728 | $5,955+63.4% | $5,202+87.0% | $5,983+62.6% |
| Admin fee / account holder | $28,140 | $17,079+64.8% | $13,987+101.2% | $11,252+150.1% |