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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 | $150,442 | $184,000-18.2% | $162,185-7.2% | $152,909-1.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 28.59% | 150.80%-122.2pp | 115.61%-87.0pp | 345.46%-316.9pp |
| Employer contribution / active EE | $5,101 | $6,370-19.9% | $5,613-9.1% | $4,764+7.1% |
| Participant deferral / active EE | $4,895 | $8,033-39.1% | $7,297-32.9% | $5,851-16.4% |
| Admin fee / account holder | $456 | $13,124-96.5% | $10,844-95.8% | $11,601-96.1% |