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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 | $190,186 | $209,422-9.2% | $178,503+6.5% | $158,982+19.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.38% | 188.81%-176.4pp | 151.12%-138.7pp | 302.99%-290.6pp |
| Employer contribution / active EE | $11,493 | $5,707+101.4% | $5,011+129.3% | $4,763+141.3% |
| Participant deferral / active EE | $6,669 | $5,955+12.0% | $5,202+28.2% | $5,983+11.5% |
| Admin fee / account holder | $2,453 | $17,079-85.6% | $13,987-82.5% | $11,252-78.2% |