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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 | $187,727 | $198,461-5.4% | $170,436+10.1% | $147,585+27.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 26.51% | 257.30%-230.8pp | 205.94%-179.4pp | 578.57%-552.1pp |
| Employer contribution / active EE | $20,250 | $6,184+227.5% | $5,433+272.7% | $4,876+315.3% |
| Participant deferral / active EE | $7,590 | $5,629+34.8% | $4,939+53.7% | $5,439+39.6% |
| Admin fee / account holder | $26,493 | $16,852+57.2% | $13,880+90.9% | $10,885+143.4% |