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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 | $216,024 | $198,457+8.9% | $170,435+26.7% | $147,586+46.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.34% | 257.30%-246.0pp | 205.94%-194.6pp | 578.59%-567.2pp |
| Employer contribution / active EE | $16,091 | $6,183+160.2% | $5,432+196.2% | $4,876+230.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,427 | $16,852-79.7% | $13,881-75.3% | $10,886-68.5% |