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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 | $191,853 | $176,120+8.9% | $159,487+20.3% | $167,553+14.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.41% | 331.95%-319.5pp | 263.71%-251.3pp | 478.89%-466.5pp |
| Employer contribution / active EE | $25,474 | $5,299+380.7% | $4,831+427.3% | $4,840+426.4% |
| Participant deferral / active EE | $23,179 | $7,752+199.0% | $7,354+215.2% | $6,343+265.4% |
| Admin fee / account holder | $127,362 | $12,561+914.0% | $10,804+1078.9% | $12,316+934.1% |