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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 | $179,731 | $198,470-9.4% | $170,444+5.4% | $147,585+21.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.93% | 257.30%-245.4pp | 205.94%-194.0pp | 578.56%-566.6pp |
| Employer contribution / active EE | $13,795 | $6,184+123.1% | $5,433+153.9% | $4,876+182.9% |
| Participant deferral / active EE | $7,942 | $5,629+41.1% | $4,939+60.8% | $5,439+46.0% |
| Admin fee / account holder | $20,971 | $16,852+24.4% | $13,881+51.1% | $10,885+92.6% |