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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 | $158,976 | $183,978-13.6% | $162,171-2.0% | $152,885+4.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 22.91% | 150.78%-127.9pp | 115.60%-92.7pp | 345.39%-322.5pp |
| Employer contribution / active EE | $9,022 | $6,370+41.6% | $5,613+60.7% | $4,763+89.4% |
| Participant deferral / active EE | $9,118 | $8,033+13.5% | $7,297+25.0% | $5,851+55.8% |
| Admin fee / account holder | $1,050 | $13,122-92.0% | $10,843-90.3% | $11,598-90.9% |