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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 | $180,916 | $209,425-13.6% | $178,499+1.4% | $158,966+13.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.87% | 188.80%-181.9pp | 151.10%-144.2pp | 302.95%-296.1pp |
| Employer contribution / active EE | $9,895 | $5,707+73.4% | $5,011+97.5% | $4,762+107.8% |
| Participant deferral / active EE | $5,828 | $5,955-2.1% | $5,202+12.0% | $5,983-2.6% |
| Admin fee / account holder | $15,623 | $17,078-8.5% | $13,986+11.7% | $11,250+38.9% |