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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 | $221,111 | $226,135-2.2% | $182,558+21.1% | $152,909+44.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 14.87% | 192.60%-177.7pp | 148.59%-133.7pp | 345.46%-330.6pp |
| Employer contribution / active EE | $11,304 | $4,979+127.0% | $4,076+177.3% | $4,764+137.3% |
| Participant deferral / active EE | $14,592 | $6,371+129.1% | $5,526+164.1% | $5,851+149.4% |
| Admin fee / account holder | $162,457 | $10,707+1417.3% | $8,594+1790.3% | $11,601+1300.4% |