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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 | $160,265 | $183,988-12.9% | $162,177-1.2% | $152,897+4.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 25.91% | 150.79%-124.9pp | 115.60%-89.7pp | 345.43%-319.5pp |
| Employer contribution / active EE | $8,697 | $6,370+36.5% | $5,613+54.9% | $4,764+82.6% |
| Participant deferral / active EE | $5,853 | $8,032-27.1% | $7,297-19.8% | $5,8510% |
| Admin fee / account holder | $620 | $13,123-95.3% | $10,843-94.3% | $11,599-94.7% |