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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 | $150,265 | $184,000-18.3% | $162,185-7.3% | $152,909-1.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 18.55% | 150.80%-132.2pp | 115.61%-97.1pp | 345.46%-326.9pp |
| Employer contribution / active EE | $8,753 | $6,370+37.4% | $5,613+55.9% | $4,764+83.7% |
| Participant deferral / active EE | $12,316 | $8,033+53.3% | $7,297+68.8% | $5,851+110.5% |
| Admin fee / account holder | $507 | $13,124-96.1% | $10,844-95.3% | $11,601-95.6% |