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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 | $174,254 | $176,120-1.1% | $159,487+9.3% | $167,553+4.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 27.92% | 331.95%-304.0pp | 263.71%-235.8pp | 478.89%-451.0pp |
| Employer contribution / active EE | $8,558 | $5,299+61.5% | $4,831+77.1% | $4,840+76.8% |
| Participant deferral / active EE | $14,564 | $7,752+87.9% | $7,354+98.1% | $6,343+129.6% |
| Admin fee / account holder | $43,402 | $12,561+245.5% | $10,804+301.7% | $12,316+252.4% |