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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 | $170,622 | $209,425-18.5% | $178,499-4.4% | $158,966+7.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.62% | 188.80%-171.2pp | 151.10%-133.5pp | 302.95%-285.3pp |
| Employer contribution / active EE | $10,321 | $5,707+80.8% | $5,011+105.9% | $4,762+116.7% |
| Participant deferral / active EE | $2,718 | $5,955-54.4% | $5,202-47.8% | $5,983-54.6% |
| Admin fee / account holder | $1,168 | $17,078-93.2% | $13,986-91.6% | $11,250-89.6% |