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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 | $211,161 | $196,972+7.2% | $182,262+15.9% | $198,609+6.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.67% | 158.27%-140.6pp | 140.60%-122.9pp | 202.70%-185.0pp |
| Employer contribution / active EE | $11,067 | $5,364+106.3% | $5,046+119.3% | $5,055+118.9% |
| Participant deferral / active EE | $15,839 | $8,643+83.3% | $8,276+91.4% | $6,977+127.0% |
| Admin fee / account holder | $123,605 | $18,429+570.7% | $16,712+639.6% | $19,030+549.5% |