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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 | $209,801 | $217,432-3.5% | $185,849+12.9% | $167,536+25.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.55% | 148.42%-130.9pp | 122.10%-104.5pp | 478.82%-461.3pp |
| Employer contribution / active EE | $8,233 | $5,875+40.1% | $5,169+59.3% | $4,839+70.1% |
| Participant deferral / active EE | $7,681 | $6,357+20.8% | $5,569+37.9% | $6,342+21.1% |
| Admin fee / account holder | $6,656 | $19,818-66.4% | $16,244-59.0% | $12,315-45.9% |