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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 | $165,990 | $202,440-18.0% | $169,390-2.0% | $139,466+19.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 40.17% | 532.36%-492.2pp | 406.07%-365.9pp | 373.66%-333.5pp |
| Employer contribution / active EE | $5,760 | $4,693+22.7% | $4,013+43.6% | $4,754+21.2% |
| Participant deferral / active EE | $10,616 | $6,940+53.0% | $6,222+70.6% | $6,712+58.2% |
| Admin fee / account holder | $40,058 | $10,722+273.6% | $9,015+344.4% | $11,409+251.1% |