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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 | $176,639 | $209,422-15.7% | $178,503-1.0% | $158,982+11.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.77% | 188.81%-172.0pp | 151.12%-134.3pp | 302.99%-286.2pp |
| Employer contribution / active EE | $23,575 | $5,707+313.1% | $5,011+370.4% | $4,763+395.0% |
| Participant deferral / active EE | $8,421 | $5,955+41.4% | $5,202+61.9% | $5,983+40.7% |
| Admin fee / account holder | $15,635 | $17,079-8.5% | $13,987+11.8% | $11,252+39.0% |