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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 | $186,978 | $209,422-10.7% | $178,503+4.7% | $158,982+17.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.53% | 188.81%-180.3pp | 151.12%-142.6pp | 302.99%-294.5pp |
| Employer contribution / active EE | $21,160 | $5,707+270.8% | $5,011+322.3% | $4,763+344.3% |
| Participant deferral / active EE | $10,365 | $5,955+74.1% | $5,202+99.2% | $5,983+73.2% |
| Admin fee / account holder | $22,759 | $17,079+33.3% | $13,987+62.7% | $11,252+102.3% |