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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 | $192,036 | $209,422-8.3% | $178,503+7.6% | $158,982+20.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.50% | 188.81%-170.3pp | 151.12%-132.6pp | 302.99%-284.5pp |
| Employer contribution / active EE | $13,172 | $5,707+130.8% | $5,011+162.9% | $4,763+176.6% |
| Participant deferral / active EE | $10,300 | $5,955+73.0% | $5,202+98.0% | $5,983+72.1% |
| Admin fee / account holder | $2,555 | $17,079-85.0% | $13,987-81.7% | $11,252-77.3% |