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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 | $167,742 | $175,231-4.3% | $149,696+12.1% | $139,466+20.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.58% | 166.77%-148.2pp | 134.46%-115.9pp | 373.66%-355.1pp |
| Employer contribution / active EE | $5,840 | $5,478+6.6% | $4,821+21.1% | $4,754+22.9% |
| Participant deferral / active EE | $8,218 | $6,521+26.0% | $5,682+44.6% | $6,712+22.4% |
| Admin fee / account holder | $4,213 | $16,155-73.9% | $13,212-68.1% | $11,409-63.1% |