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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 | $195,704 | $209,428-6.6% | $178,498+9.6% | $158,950+23.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.93% | 188.78%-164.9pp | 151.09%-127.2pp | 302.91%-279.0pp |
| Employer contribution / active EE | $12,646 | $5,707+121.6% | $5,011+152.4% | $4,762+165.6% |
| Participant deferral / active EE | $15,167 | $5,955+154.7% | $5,202+191.6% | $5,983+153.5% |
| Admin fee / account holder | $1,447 | $17,077-91.5% | $13,985-89.7% | $11,248-87.1% |