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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 | $212,178 | $226,105-6.2% | $182,540+16.2% | $152,897+38.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 15.80% | 192.58%-176.8pp | 148.58%-132.8pp | 345.43%-329.6pp |
| Employer contribution / active EE | $19,850 | $4,978+298.7% | $4,076+387.0% | $4,764+316.7% |
| Participant deferral / active EE | $12,250 | $6,370+92.3% | $5,525+121.7% | $5,851+109.4% |
| Admin fee / account holder | $3,842 | $10,706-64.1% | $8,593-55.3% | $11,599-66.9% |