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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 | $204,140 | $198,457+2.9% | $170,435+19.8% | $147,586+38.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.93% | 257.30%-241.4pp | 205.94%-190.0pp | 578.59%-562.7pp |
| Employer contribution / active EE | $10,533 | $6,183+70.3% | $5,432+93.9% | $4,876+116.0% |
| Participant deferral / active EE | $6,396 | $5,629+13.6% | $4,939+29.5% | $5,439+17.6% |
| Admin fee / account holder | $78,240 | $16,852+364.3% | $13,881+463.7% | $10,886+618.7% |