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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 | $167,861 | $175,231-4.2% | $149,696+12.1% | $139,466+20.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.59% | 166.77%-153.2pp | 134.46%-120.9pp | 373.66%-360.1pp |
| Employer contribution / active EE | $12,631 | $5,478+130.6% | $4,821+162.0% | $4,754+165.7% |
| Participant deferral / active EE | $11,072 | $6,521+69.8% | $5,682+94.9% | $6,712+65.0% |
| Admin fee / account holder | $1,583 | $16,155-90.2% | $13,212-88.0% | $11,409-86.1% |