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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 | $190,156 | $209,425-9.2% | $178,499+6.5% | $158,966+19.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 29.85% | 188.80%-158.9pp | 151.10%-121.3pp | 302.95%-273.1pp |
| Employer contribution / active EE | $11,515 | $5,707+101.8% | $5,011+129.8% | $4,762+141.8% |
| Participant deferral / active EE | $7,763 | $5,955+30.4% | $5,202+49.2% | $5,983+29.7% |
| Admin fee / account holder | $3,411 | $17,078-80.0% | $13,986-75.6% | $11,250-69.7% |