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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 | $188,152 | $217,432-13.5% | $185,849+1.2% | $167,536+12.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.99% | 148.42%-135.4pp | 122.10%-109.1pp | 478.82%-465.8pp |
| Employer contribution / active EE | $27,339 | $5,875+365.4% | $5,169+428.9% | $4,839+465.0% |
| Participant deferral / active EE | $15,479 | $6,357+143.5% | $5,569+178.0% | $6,342+144.1% |
| Admin fee / account holder | $1,077 | $19,818-94.6% | $16,244-93.4% | $12,315-91.3% |