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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 | $203,818 | $176,077+15.8% | $159,455+27.8% | $167,518+21.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.16% | 331.83%-319.7pp | 263.63%-251.5pp | 478.71%-466.6pp |
| Employer contribution / active EE | $4,886 | $5,298-7.8% | $4,830+1.1% | $4,838+1.0% |
| Participant deferral / active EE | $11,739 | $7,751+51.4% | $7,353+59.6% | $6,342+85.1% |
| Admin fee / account holder | $22,363 | $12,556+78.1% | $10,800+107.1% | $12,312+81.6% |