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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 | $177,149 | $217,432-18.5% | $185,849-4.7% | $167,536+5.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.18% | 148.42%-133.2pp | 122.10%-106.9pp | 478.82%-463.6pp |
| Employer contribution / active EE | $11,252 | $5,875+91.5% | $5,169+117.7% | $4,839+132.5% |
| Participant deferral / active EE | $9,385 | $6,357+47.6% | $5,569+68.5% | $6,342+48.0% |
| Admin fee / account holder | $16,777 | $19,818-15.3% | $16,244+3.3% | $12,315+36.2% |