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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 | $161,047 | $175,257-8.1% | $149,717+7.6% | $139,456+15.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.03% | 166.70%-153.7pp | 134.41%-121.4pp | 373.45%-360.4pp |
| Employer contribution / active EE | $20,598 | $5,477+276.1% | $4,820+327.4% | $4,753+333.4% |
| Participant deferral / active EE | $9,470 | $6,521+45.2% | $5,682+66.7% | $6,711+41.1% |
| Admin fee / account holder | $21,042 | $16,156+30.2% | $13,213+59.3% | $11,407+84.5% |