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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 | $171,174 | $175,231-2.3% | $149,696+14.3% | $139,466+22.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.61% | 166.77%-144.2pp | 134.46%-111.8pp | 373.66%-351.1pp |
| Employer contribution / active EE | $66,000 | $5,478+1104.8% | $4,821+1269.1% | $4,754+1288.3% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,323 | $16,155-91.8% | $13,212-90.0% | $11,409-88.4% |