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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 | $181,700 | $196,972-7.8% | $182,262-0.3% | $198,609-8.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 7.92% | 158.27%-150.4pp | 140.60%-132.7pp | 202.70%-194.8pp |
| Employer contribution / active EE | $11,461 | $5,364+113.7% | $5,046+127.1% | $5,055+126.7% |
| Participant deferral / active EE | $12,481 | $8,643+44.4% | $8,276+50.8% | $6,977+78.9% |
| Admin fee / account holder | $87,702 | $18,429+375.9% | $16,712+424.8% | $19,030+360.9% |