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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 | $148,244 | $198,457-25.3% | $170,435-13.0% | $147,586+0.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.61% | 257.30%-246.7pp | 205.94%-195.3pp | 578.59%-568.0pp |
| Employer contribution / active EE | $19,096 | $6,183+208.8% | $5,432+251.5% | $4,876+291.6% |
| Participant deferral / active EE | $14,000 | $5,629+148.7% | $4,939+183.4% | $5,439+157.4% |
| Admin fee / account holder | $79,191 | $16,852+369.9% | $13,881+470.5% | $10,886+627.5% |