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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 | $187,795 | $176,105+6.6% | $159,474+17.8% | $167,536+12.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.84% | 331.91%-317.1pp | 263.68%-248.8pp | 478.82%-464.0pp |
| Employer contribution / active EE | $26,538 | $5,299+400.8% | $4,831+449.4% | $4,839+448.4% |
| Participant deferral / active EE | $14,929 | $7,751+92.6% | $7,353+103.0% | $6,342+135.4% |
| Admin fee / account holder | $131,783 | $12,559+949.3% | $10,802+1119.9% | $12,315+970.1% |