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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 | $206,244 | $176,077+17.1% | $159,455+29.3% | $167,518+23.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.13% | 331.83%-319.7pp | 263.63%-251.5pp | 478.71%-466.6pp |
| Employer contribution / active EE | $2,752 | $5,298-48.0% | $4,830-43.0% | $4,838-43.1% |
| Participant deferral / active EE | $6,561 | $7,751-15.3% | $7,353-10.8% | $6,342+3.5% |
| Admin fee / account holder | $36,001 | $12,556+186.7% | $10,800+233.3% | $12,312+192.4% |