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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 | $178,350 | $217,432-18.0% | $185,849-4.0% | $167,536+6.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.50% | 148.42%-137.9pp | 122.10%-111.6pp | 478.82%-468.3pp |
| Employer contribution / active EE | $9,893 | $5,875+68.4% | $5,169+91.4% | $4,839+104.4% |
| Participant deferral / active EE | $7,810 | $6,357+22.8% | $5,569+40.2% | $6,342+23.1% |
| Admin fee / account holder | $32,590 | $19,818+64.4% | $16,244+100.6% | $12,315+164.7% |