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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 | $187,759 | $217,432-13.6% | $185,851+1.0% | $167,553+12.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.27% | 148.43%-139.2pp | 122.11%-112.8pp | 478.89%-469.6pp |
| Employer contribution / active EE | $12,750 | $5,874+117.0% | $5,168+146.7% | $4,840+163.4% |
| Participant deferral / active EE | $10,034 | $6,357+57.8% | $5,569+80.2% | $6,343+58.2% |
| Admin fee / account holder | $131,423 | $19,820+563.1% | $16,245+709.0% | $12,316+967.1% |