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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 | $187,328 | $202,460-7.5% | $169,385+10.6% | $139,456+34.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 25.09% | 532.07%-507.0pp | 405.82%-380.7pp | 373.45%-348.4pp |
| Employer contribution / active EE | $11,488 | $4,691+144.9% | $4,012+186.4% | $4,753+141.7% |
| Participant deferral / active EE | $11,053 | $6,938+59.3% | $6,221+77.7% | $6,711+64.7% |
| Admin fee / account holder | $10,417 | $10,719-2.8% | $9,011+15.6% | $11,407-8.7% |