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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 | $181,091 | $209,425-13.5% | $178,499+1.5% | $158,966+13.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.89% | 188.80%-171.9pp | 151.10%-134.2pp | 302.95%-286.1pp |
| Employer contribution / active EE | $18,630 | $5,707+226.4% | $5,011+271.8% | $4,762+291.2% |
| Participant deferral / active EE | $7,721 | $5,955+29.7% | $5,202+48.4% | $5,983+29.0% |
| Admin fee / account holder | $30,909 | $17,078+81.0% | $13,986+121.0% | $11,250+174.7% |