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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 | $170,268 | $183,978-7.5% | $162,171+5.0% | $152,885+11.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 19.82% | 150.78%-131.0pp | 115.60%-95.8pp | 345.39%-325.6pp |
| Employer contribution / active EE | $17,262 | $6,370+171.0% | $5,613+207.5% | $4,763+262.4% |
| Participant deferral / active EE | $12,544 | $8,033+56.2% | $7,297+71.9% | $5,851+114.4% |
| Admin fee / account holder | $12,294 | $13,122-6.3% | $10,843+13.4% | $11,598+6.0% |