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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 | $157,679 | $175,231-10.0% | $149,696+5.3% | $139,466+13.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.70% | 166.77%-146.1pp | 134.46%-113.8pp | 373.66%-353.0pp |
| Employer contribution / active EE | $9,290 | $5,478+69.6% | $4,821+92.7% | $4,754+95.4% |
| Participant deferral / active EE | $9,244 | $6,521+41.8% | $5,682+62.7% | $6,712+37.7% |
| Admin fee / account holder | $663 | $16,155-95.9% | $13,212-95.0% | $11,409-94.2% |