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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 | $199,567 | $209,422-4.7% | $178,503+11.8% | $158,982+25.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.03% | 188.81%-175.8pp | 151.12%-138.1pp | 302.99%-290.0pp |
| Employer contribution / active EE | $2,987 | $5,707-47.7% | $5,011-40.4% | $4,763-37.3% |
| Participant deferral / active EE | $8,476 | $5,955+42.3% | $5,202+62.9% | $5,983+41.7% |
| Admin fee / account holder | $9,848 | $17,079-42.3% | $13,987-29.6% | $11,252-12.5% |