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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 | $182,757 | $198,457-7.9% | $170,435+7.2% | $147,586+23.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.72% | 257.30%-242.6pp | 205.94%-191.2pp | 578.59%-563.9pp |
| Employer contribution / active EE | $11,277 | $6,183+82.4% | $5,432+107.6% | $4,876+131.2% |
| Participant deferral / active EE | $4,922 | $5,629-12.6% | $4,939-0.4% | $5,439-9.5% |
| Admin fee / account holder | $41,295 | $16,852+145.0% | $13,881+197.5% | $10,886+279.4% |