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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 | $155,621 | $202,460-23.1% | $169,385-8.1% | $139,456+11.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 17.83% | 532.07%-514.2pp | 405.82%-388.0pp | 373.45%-355.6pp |
| Employer contribution / active EE | $9,229 | $4,691+96.7% | $4,012+130.1% | $4,753+94.2% |
| Participant deferral / active EE | $19,792 | $6,938+185.3% | $6,221+218.2% | $6,711+194.9% |
| Admin fee / account holder | $18,851 | $10,719+75.9% | $9,011+109.2% | $11,407+65.3% |