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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 | $169,804 | $184,000-7.7% | $162,185+4.7% | $152,909+11.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 13.31% | 150.80%-137.5pp | 115.61%-102.3pp | 345.46%-332.2pp |
| Employer contribution / active EE | $7,889 | $6,370+23.8% | $5,613+40.5% | $4,764+65.6% |
| Participant deferral / active EE | $8,596 | $8,033+7.0% | $7,297+17.8% | $5,851+46.9% |
| Admin fee / account holder | $83,535 | $13,124+536.5% | $10,844+670.3% | $11,601+620.1% |