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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 | $188,622 | $217,432-13.3% | $185,849+1.5% | $167,536+12.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.17% | 148.42%-134.2pp | 122.10%-107.9pp | 478.82%-464.6pp |
| Employer contribution / active EE | $11,060 | $5,875+88.3% | $5,169+114.0% | $4,839+128.6% |
| Participant deferral / active EE | $5,552 | $6,357-12.7% | $5,569-0.3% | $6,342-12.5% |
| Admin fee / account holder | $90,839 | $19,818+358.4% | $16,244+459.2% | $12,315+637.7% |