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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 | $168,453 | $209,422-19.6% | $178,503-5.6% | $158,982+6.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.42% | 188.81%-174.4pp | 151.12%-136.7pp | 302.99%-288.6pp |
| Employer contribution / active EE | $8,876 | $5,707+55.5% | $5,011+77.1% | $4,763+86.3% |
| Participant deferral / active EE | $17,251 | $5,955+189.7% | $5,202+231.6% | $5,983+188.3% |
| Admin fee / account holder | $38,548 | $17,079+125.7% | $13,987+175.6% | $11,252+242.6% |