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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 | $184,235 | $209,422-12.0% | $178,503+3.2% | $158,982+15.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.37% | 188.81%-174.4pp | 151.12%-136.7pp | 302.99%-288.6pp |
| Employer contribution / active EE | $3,332 | $5,707-41.6% | $5,011-33.5% | $4,763-30.1% |
| Participant deferral / active EE | $9,491 | $5,955+59.4% | $5,202+82.4% | $5,983+58.6% |
| Admin fee / account holder | $33,520 | $17,079+96.3% | $13,987+139.7% | $11,252+197.9% |