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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 | $199,164 | $183,988+8.2% | $162,177+22.8% | $152,897+30.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.51% | 150.79%-127.3pp | 115.60%-92.1pp | 345.43%-321.9pp |
| Employer contribution / active EE | $10,124 | $6,370+58.9% | $5,613+80.4% | $4,764+112.5% |
| Participant deferral / active EE | $14,068 | $8,032+75.1% | $7,297+92.8% | $5,851+140.4% |
| Admin fee / account holder | $4,384 | $13,123-66.6% | $10,843-59.6% | $11,599-62.2% |