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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 | $148,993 | $175,259-15.0% | $149,723-0.5% | $139,487+6.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.63% | 166.82%-149.2pp | 134.50%-116.9pp | 373.84%-356.2pp |
| Employer contribution / active EE | $10,335 | $5,478+88.6% | $4,821+114.4% | $4,755+117.4% |
| Participant deferral / active EE | $10,598 | $6,522+62.5% | $5,682+86.5% | $6,713+57.9% |
| Admin fee / account holder | $45,025 | $16,158+178.7% | $13,215+240.7% | $11,407+294.7% |