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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 | $154,940 | $175,259-11.6% | $149,723+3.5% | $139,487+11.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 38.89% | 166.82%-127.9pp | 134.50%-95.6pp | 373.84%-334.9pp |
| Employer contribution / active EE | $4,134 | $5,478-24.5% | $4,821-14.3% | $4,755-13.1% |
| Participant deferral / active EE | $14,000 | $6,522+114.7% | $5,682+146.4% | $6,713+108.6% |
| Admin fee / account holder | $113,350 | $16,158+601.5% | $13,215+757.7% | $11,407+893.7% |