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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 | $181,210 | $226,105-19.9% | $182,540-0.7% | $152,897+18.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 21.92% | 192.58%-170.7pp | 148.58%-126.7pp | 345.43%-323.5pp |
| Employer contribution / active EE | $14,689 | $4,978+195.1% | $4,076+260.4% | $4,764+208.4% |
| Participant deferral / active EE | $11,998 | $6,370+88.4% | $5,525+117.1% | $5,851+105.1% |
| Admin fee / account holder | $3,374 | $10,706-68.5% | $8,593-60.7% | $11,599-70.9% |