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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 | $164,000 | $209,422-21.7% | $178,503-8.1% | $158,982+3.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.97% | 188.81%-174.8pp | 151.12%-137.1pp | 302.99%-289.0pp |
| Employer contribution / active EE | $14,753 | $5,707+158.5% | $5,011+194.4% | $4,763+209.8% |
| Participant deferral / active EE | $9,917 | $5,955+66.5% | $5,202+90.6% | $5,983+65.7% |
| Admin fee / account holder | $850 | $17,079-95.0% | $13,987-93.9% | $11,252-92.4% |