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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 | $176,016 | $162,821+8.1% | $133,978+31.4% | $158,982+10.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 196.24% | 41.95%+154.3pp | 45.10%+151.1pp | 302.99%-106.8pp |
| Employer contribution / active EE | $25,046 | $4,976+403.3% | $3,919+539.1% | $4,763+425.9% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $18,833 | $11,742+60.4% | $8,930+110.9% | $11,252+67.4% |