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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 | $169,357 | $209,847-19.3% | $189,520-10.6% | $167,518+1.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.37% | 748.45%-732.1pp | 555.25%-538.9pp | 478.71%-462.3pp |
| Employer contribution / active EE | $11,375 | $6,913+64.5% | $6,161+84.6% | $4,838+135.1% |
| Participant deferral / active EE | $8,242 | $8,934-7.7% | $8,220+0.3% | $6,342+30.0% |
| Admin fee / account holder | $36,076 | $14,295+152.4% | $12,046+199.5% | $12,312+193.0% |