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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 | $197,365 | $176,077+12.1% | $159,455+23.8% | $167,518+17.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.41% | 331.83%-320.4pp | 263.63%-252.2pp | 478.71%-467.3pp |
| Employer contribution / active EE | $14,132 | $5,298+166.7% | $4,830+192.6% | $4,838+192.1% |
| Participant deferral / active EE | $11,217 | $7,751+44.7% | $7,353+52.6% | $6,342+76.9% |
| Admin fee / account holder | $1,677 | $12,556-86.6% | $10,800-84.5% | $12,312-86.4% |