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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 | $190,261 | $176,077+8.1% | $159,455+19.3% | $167,518+13.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.12% | 331.83%-321.7pp | 263.63%-253.5pp | 478.71%-468.6pp |
| Employer contribution / active EE | $15,379 | $5,298+190.3% | $4,830+218.4% | $4,838+217.8% |
| Participant deferral / active EE | $13,000 | $7,751+67.7% | $7,353+76.8% | $6,342+105.0% |
| Admin fee / account holder | $15,000 | $12,556+19.5% | $10,800+38.9% | $12,312+21.8% |