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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 | $188,891 | $202,440-6.7% | $169,390+11.5% | $139,466+35.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 26.54% | 532.36%-505.8pp | 406.07%-379.5pp | 373.66%-347.1pp |
| Employer contribution / active EE | $25,538 | $4,693+444.2% | $4,013+536.5% | $4,754+437.2% |
| Participant deferral / active EE | $10,250 | $6,940+47.7% | $6,222+64.7% | $6,712+52.7% |
| Admin fee / account holder | $1,883 | $10,722-82.4% | $9,015-79.1% | $11,409-83.5% |