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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 | $199,554 | $202,342-1.4% | $172,753+15.5% | $152,909+30.5% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.5%-11.0pp |
| Annual return | 29.50% | 1029.88%-1000.4pp | 803.00%-773.5pp | 345.46%-316.0pp |
| Employer contribution / active EE | $4,225 | $5,857-27.9% | $5,144-17.9% | $4,764-11.3% |
| Participant deferral / active EE | $10,717 | $5,948+80.2% | $5,198+106.2% | $5,851+83.1% |
| Admin fee / account holder | $1,500 | $17,112-91.2% | $13,956-89.3% | $11,601-87.1% |