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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 | $163,867 | $176,105-6.9% | $159,474+2.8% | $167,536-2.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.53% | 331.91%-318.4pp | 263.68%-250.1pp | 478.82%-465.3pp |
| Employer contribution / active EE | $11,186 | $5,299+111.1% | $4,831+131.6% | $4,839+131.2% |
| Participant deferral / active EE | $13,921 | $7,751+79.6% | $7,353+89.3% | $6,342+119.5% |
| Admin fee / account holder | $1,852 | $12,559-85.3% | $10,802-82.9% | $12,315-85.0% |