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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 | $169,784 | $217,432-21.9% | $185,849-8.6% | $167,536+1.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.29% | 148.42%-130.1pp | 122.10%-103.8pp | 478.82%-460.5pp |
| Employer contribution / active EE | $11,849 | $5,875+101.7% | $5,169+129.3% | $4,839+144.9% |
| Participant deferral / active EE | $8,909 | $6,357+40.1% | $5,569+60.0% | $6,342+40.5% |
| Admin fee / account holder | $11,695 | $19,818-41.0% | $16,244-28.0% | $12,315-5.0% |