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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 | $195,731 | $196,972-0.6% | $182,262+7.4% | $198,609-1.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 12.69% | 158.27%-145.6pp | 140.60%-127.9pp | 202.70%-190.0pp |
| Employer contribution / active EE | $21,230 | $5,364+295.8% | $5,046+320.8% | $5,055+319.9% |
| Participant deferral / active EE | $22,000 | $8,643+154.6% | $8,276+165.8% | $6,977+215.3% |
| Admin fee / account holder | $12,373 | $18,429-32.9% | $16,712-26.0% | $19,030-35.0% |