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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 | $190,869 | $226,105-15.6% | $182,540+4.6% | $152,897+24.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 12.92% | 192.58%-179.7pp | 148.58%-135.7pp | 345.43%-332.5pp |
| Employer contribution / active EE | $2,395 | $4,978-51.9% | $4,076-41.2% | $4,764-49.7% |
| Participant deferral / active EE | $6,740 | $6,370+5.8% | $5,525+22.0% | $5,851+15.2% |
| Admin fee / account holder | $3,774 | $10,706-64.7% | $8,593-56.1% | $11,599-67.5% |