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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 | $188,343 | $209,425-10.1% | $178,499+5.5% | $158,966+18.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.26% | 188.80%-181.5pp | 151.10%-143.8pp | 302.95%-295.7pp |
| Employer contribution / active EE | $13,573 | $5,707+137.8% | $5,011+170.9% | $4,762+185.0% |
| Participant deferral / active EE | $8,667 | $5,955+45.5% | $5,202+66.6% | $5,983+44.9% |
| Admin fee / account holder | $19,802 | $17,078+15.9% | $13,986+41.6% | $11,250+76.0% |