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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 | $158,810 | $226,090-29.8% | $182,531-13.0% | $152,885+3.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 44.26% | 192.57%-148.3pp | 148.57%-104.3pp | 345.39%-301.1pp |
| Employer contribution / active EE | $4,507 | $4,978-9.5% | $4,075+10.6% | $4,763-5.4% |
| Participant deferral / active EE | $9,028 | $6,369+41.7% | $5,525+63.4% | $5,851+54.3% |
| Admin fee / account holder | $766 | $10,705-92.8% | $8,593-91.1% | $11,598-93.4% |