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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 | $178,430 | $183,539-2.8% | $155,556+14.7% | $145,897+22.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.06% | 61.31%-47.2pp | 64.84%-50.8pp | 552.29%-538.2pp |
| Employer contribution / active EE | $8,197 | $5,315+54.2% | $4,675+75.3% | $4,663+75.8% |
| Participant deferral / active EE | $16,111 | $6,467+149.1% | $5,631+186.1% | $6,689+140.8% |
| Admin fee / account holder | $89,886 | $19,275+366.3% | $15,885+465.9% | $13,390+571.3% |