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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 | $213,466 | $176,077+21.2% | $159,455+33.9% | $167,518+27.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.27% | 331.83%-320.6pp | 263.63%-252.4pp | 478.71%-467.4pp |
| Employer contribution / active EE | $11,407 | $5,298+115.3% | $4,830+136.2% | $4,838+135.7% |
| Participant deferral / active EE | $11,403 | $7,751+47.1% | $7,353+55.1% | $6,342+79.8% |
| Admin fee / account holder | $71,013 | $12,556+465.5% | $10,800+557.5% | $12,312+476.8% |