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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 | $179,044 | $184,000-2.7% | $162,185+10.4% | $152,909+17.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 16.71% | 150.80%-134.1pp | 115.61%-98.9pp | 345.46%-328.8pp |
| Employer contribution / active EE | $6,689 | $6,370+5.0% | $5,613+19.2% | $4,764+40.4% |
| Participant deferral / active EE | $22,458 | $8,033+179.6% | $7,297+207.8% | $5,851+283.8% |
| Admin fee / account holder | $5,618 | $13,124-57.2% | $10,844-48.2% | $11,601-51.6% |