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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 | $161,414 | $175,259-7.9% | $149,723+7.8% | $139,487+15.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 27.24% | 166.82%-139.6pp | 134.50%-107.3pp | 373.84%-346.6pp |
| Employer contribution / active EE | $11,163 | $5,478+103.8% | $4,821+131.5% | $4,755+134.8% |
| Participant deferral / active EE | $6,333 | $6,522-2.9% | $5,682+11.5% | $6,713-5.7% |
| Admin fee / account holder | $67,368 | $16,158+316.9% | $13,215+409.8% | $11,407+490.6% |