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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 | $182,514 | $209,874-13.0% | $189,537-3.7% | $167,536+8.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.78% | 748.61%-738.8pp | 555.34%-545.6pp | 478.82%-469.0pp |
| Employer contribution / active EE | $5,600 | $6,913-19.0% | $6,161-9.1% | $4,839+15.7% |
| Participant deferral / active EE | $20,200 | $8,934+126.1% | $8,220+145.7% | $6,342+218.5% |
| Admin fee / account holder | $1,003 | $14,299-93.0% | $12,048-91.7% | $12,315-91.9% |