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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 | $180,808 | $198,457-8.9% | $170,435+6.1% | $147,586+22.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.24% | 257.30%-248.1pp | 205.94%-196.7pp | 578.59%-569.4pp |
| Employer contribution / active EE | $16,093 | $6,183+160.3% | $5,432+196.2% | $4,876+230.0% |
| Participant deferral / active EE | $10,909 | $5,629+93.8% | $4,939+120.9% | $5,439+100.6% |
| Admin fee / account holder | $83,433 | $16,852+395.1% | $13,881+501.1% | $10,886+666.4% |