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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 | $195,333 | $176,105+10.9% | $159,474+22.5% | $167,536+16.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.28% | 331.91%-318.6pp | 263.68%-250.4pp | 478.82%-465.5pp |
| Employer contribution / active EE | $13,181 | $5,299+148.8% | $4,831+172.9% | $4,839+172.4% |
| Participant deferral / active EE | $7,783 | $7,751+0.4% | $7,353+5.9% | $6,342+22.7% |
| Admin fee / account holder | $29,917 | $12,559+138.2% | $10,802+176.9% | $12,315+142.9% |