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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 | $212,031 | $226,135-6.2% | $182,558+16.1% | $152,909+38.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 16.60% | 192.60%-176.0pp | 148.59%-132.0pp | 345.46%-328.9pp |
| Employer contribution / active EE | $11,387 | $4,979+128.7% | $4,076+179.4% | $4,764+139.0% |
| Participant deferral / active EE | $9,320 | $6,371+46.3% | $5,526+68.7% | $5,851+59.3% |
| Admin fee / account holder | $452 | $10,707-95.8% | $8,594-94.7% | $11,601-96.1% |