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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 | $157,922 | $175,259-9.9% | $149,723+5.5% | $139,487+13.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.82% | 166.82%-149.0pp | 134.50%-116.7pp | 373.84%-356.0pp |
| Employer contribution / active EE | $10,585 | $5,478+93.2% | $4,821+119.5% | $4,755+122.6% |
| Participant deferral / active EE | $9,295 | $6,522+42.5% | $5,682+63.6% | $6,713+38.5% |
| Admin fee / account holder | $940 | $16,158-94.2% | $13,215-92.9% | $11,407-91.8% |