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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 | $215,381 | $217,432-0.9% | $185,849+15.9% | $167,536+28.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.38% | 148.42%-136.0pp | 122.10%-109.7pp | 478.82%-466.4pp |
| Employer contribution / active EE | $3,383 | $5,875-42.4% | $5,169-34.5% | $4,839-30.1% |
| Participant deferral / active EE | $8,405 | $6,357+32.2% | $5,569+50.9% | $6,342+32.5% |
| Admin fee / account holder | $141,498 | $19,818+614.0% | $16,244+771.1% | $12,315+1049.0% |