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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 | $208,486 | $217,432-4.1% | $185,849+12.2% | $167,536+24.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.40% | 148.42%-137.0pp | 122.10%-110.7pp | 478.82%-467.4pp |
| Employer contribution / active EE | $15,080 | $5,875+156.7% | $5,169+191.8% | $4,839+211.6% |
| Participant deferral / active EE | $10,908 | $6,357+71.6% | $5,569+95.9% | $6,342+72.0% |
| Admin fee / account holder | $1,355 | $19,818-93.2% | $16,244-91.7% | $12,315-89.0% |