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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 | $208,669 | $217,432-4.0% | $185,851+12.3% | $167,553+24.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.94% | 148.43%-137.5pp | 122.11%-111.2pp | 478.89%-468.0pp |
| Employer contribution / active EE | $12,324 | $5,874+109.8% | $5,168+138.4% | $4,840+154.6% |
| Participant deferral / active EE | $20,807 | $6,357+227.3% | $5,569+273.7% | $6,343+228.1% |
| Admin fee / account holder | $312,044 | $19,820+1474.4% | $16,245+1820.8% | $12,316+2433.6% |