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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 | $215,231 | $226,135-4.8% | $182,558+17.9% | $152,909+40.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 23.26% | 192.60%-169.3pp | 148.59%-125.3pp | 345.46%-322.2pp |
| Employer contribution / active EE | $10,648 | $4,979+113.9% | $4,076+161.2% | $4,764+123.5% |
| Participant deferral / active EE | $6,659 | $6,371+4.5% | $5,526+20.5% | $5,851+13.8% |
| Admin fee / account holder | $16,057 | $10,707+50.0% | $8,594+86.8% | $11,601+38.4% |