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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 | $151,097 | $184,000-17.9% | $162,185-6.8% | $152,909-1.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 28.20% | 150.80%-122.6pp | 115.61%-87.4pp | 345.46%-317.3pp |
| Employer contribution / active EE | $15,259 | $6,370+139.5% | $5,613+171.8% | $4,764+220.3% |
| Participant deferral / active EE | $11,279 | $8,033+40.4% | $7,297+54.6% | $5,851+92.8% |
| Admin fee / account holder | $15,065 | $13,124+14.8% | $10,844+38.9% | $11,601+29.9% |