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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 | $168,823 | $184,000-8.2% | $162,185+4.1% | $152,909+10.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 28.63% | 150.80%-122.2pp | 115.61%-87.0pp | 345.46%-316.8pp |
| Employer contribution / active EE | $14,883 | $6,370+133.6% | $5,613+165.1% | $4,764+212.4% |
| Participant deferral / active EE | $7,291 | $8,033-9.2% | $7,297-0.1% | $5,851+24.6% |
| Admin fee / account holder | $17,479 | $13,124+33.2% | $10,844+61.2% | $11,601+50.7% |