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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 | $181,476 | $209,422-13.3% | $178,503+1.7% | $158,982+14.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.73% | 188.81%-171.1pp | 151.12%-133.4pp | 302.99%-285.3pp |
| Employer contribution / active EE | $3,141 | $5,707-45.0% | $5,011-37.3% | $4,763-34.1% |
| Participant deferral / active EE | $14,101 | $5,955+136.8% | $5,202+171.1% | $5,983+135.7% |
| Admin fee / account holder | $7,292 | $17,079-57.3% | $13,987-47.9% | $11,252-35.2% |