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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 | $208,610 | $176,120+18.4% | $159,487+30.8% | $167,553+24.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.80% | 331.95%-318.1pp | 263.71%-249.9pp | 478.89%-465.1pp |
| Employer contribution / active EE | $13,923 | $5,299+162.7% | $4,831+188.2% | $4,840+187.7% |
| Participant deferral / active EE | $7,357 | $7,752-5.1% | $7,3540% | $6,343+16.0% |
| Admin fee / account holder | $59,918 | $12,561+377.0% | $10,804+454.6% | $12,316+386.5% |