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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 | $207,945 | $226,135-8.0% | $182,558+13.9% | $152,909+36.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 28.83% | 192.60%-163.8pp | 148.59%-119.8pp | 345.46%-316.6pp |
| Employer contribution / active EE | $15,303 | $4,979+207.3% | $4,076+275.4% | $4,764+221.2% |
| Participant deferral / active EE | $8,333 | $6,371+30.8% | $5,526+50.8% | $5,851+42.4% |
| Admin fee / account holder | $7,667 | $10,707-28.4% | $8,594-10.8% | $11,601-33.9% |