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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 | $197,353 | $183,978+7.3% | $162,171+21.7% | $152,885+29.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 15.78% | 150.78%-135.0pp | 115.60%-99.8pp | 345.39%-329.6pp |
| Employer contribution / active EE | $11,250 | $6,370+76.6% | $5,613+100.4% | $4,763+136.2% |
| Participant deferral / active EE | $7,688 | $8,033-4.3% | $7,297+5.3% | $5,851+31.4% |
| Admin fee / account holder | $99,107 | $13,122+655.3% | $10,843+814.0% | $11,598+754.5% |