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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 | $180,902 | $183,988-1.7% | $162,177+11.5% | $152,897+18.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 24.39% | 150.79%-126.4pp | 115.60%-91.2pp | 345.43%-321.0pp |
| Employer contribution / active EE | $5,250 | $6,370-17.6% | $5,613-6.5% | $4,764+10.2% |
| Participant deferral / active EE | $11,583 | $8,032+44.2% | $7,297+58.7% | $5,851+98.0% |
| Admin fee / account holder | $659 | $13,123-95.0% | $10,843-93.9% | $11,599-94.3% |