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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 | $166,383 | $198,457-16.2% | $170,435-2.4% | $147,586+12.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.65% | 257.30%-243.7pp | 205.94%-192.3pp | 578.59%-564.9pp |
| Employer contribution / active EE | $8,285 | $6,183+34.0% | $5,432+52.5% | $4,876+69.9% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $26,758 | $16,852+58.8% | $13,881+92.8% | $10,886+145.8% |