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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 | $189,001 | $209,425-9.8% | $178,499+5.9% | $158,966+18.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.42% | 188.80%-181.4pp | 151.10%-143.7pp | 302.95%-295.5pp |
| Employer contribution / active EE | $10,200 | $5,707+78.7% | $5,011+103.5% | $4,762+114.2% |
| Participant deferral / active EE | $9,750 | $5,955+63.7% | $5,202+87.4% | $5,983+63.0% |
| Admin fee / account holder | $2,485 | $17,078-85.5% | $13,986-82.2% | $11,250-77.9% |