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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 | $155,599 | $149,040+4.4% | $120,225+29.4% | $137,256+13.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.26% | 605.68%-589.4pp | 439.23%-423.0pp | 220.34%-204.1pp |
| Employer contribution / active EE | $4,925 | $4,350+13.2% | $3,475+41.7% | $4,156+18.5% |
| Participant deferral / active EE | $4,925 | $4,655+5.8% | $3,999+23.2% | $6,407-23.1% |
| Admin fee / account holder | $1,918 | $6,348-69.8% | $5,696-66.3% | $12,270-84.4% |