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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 | $186,426 | $202,342-7.9% | $172,753+7.9% | $152,909+21.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.23% | 1029.88%-1010.6pp | 803.00%-783.8pp | 345.46%-326.2pp |
| Employer contribution / active EE | $11,855 | $5,857+102.4% | $5,144+130.5% | $4,764+148.9% |
| Participant deferral / active EE | $14,745 | $5,948+147.9% | $5,198+183.7% | $5,851+152.0% |
| Admin fee / account holder | $9,821 | $17,112-42.6% | $13,956-29.6% | $11,601-15.3% |