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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 | $179,832 | $209,847-14.3% | $189,520-5.1% | $167,518+7.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 21.61% | 748.45%-726.8pp | 555.25%-533.6pp | 478.71%-457.1pp |
| Employer contribution / active EE | $7,892 | $6,913+14.2% | $6,161+28.1% | $4,838+63.1% |
| Participant deferral / active EE | $16,775 | $8,934+87.8% | $8,220+104.1% | $6,342+164.5% |
| Admin fee / account holder | $83,401 | $14,295+483.4% | $12,046+592.4% | $12,312+577.4% |