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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 | $208,872 | $209,422-0.3% | $178,503+17.0% | $158,982+31.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.43% | 188.81%-177.4pp | 151.12%-139.7pp | 302.99%-291.6pp |
| Employer contribution / active EE | $10,664 | $5,707+86.9% | $5,011+112.8% | $4,763+123.9% |
| Participant deferral / active EE | $9,980 | $5,955+67.6% | $5,202+91.8% | $5,983+66.8% |
| Admin fee / account holder | $34,754 | $17,079+103.5% | $13,987+148.5% | $11,252+208.9% |