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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 | $160,005 | $134,817+18.7% | $123,973+29.1% | $155,188+3.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 19.07% | 515.49%-496.4pp | 388.13%-369.1pp | 148.84%-129.8pp |
| Employer contribution / active EE | $7,375 | $4,425+66.7% | $4,126+78.8% | $4,248+73.6% |
| Participant deferral / active EE | $5,275 | $5,706-7.6% | $5,247+0.5% | $6,531-19.2% |
| Admin fee / account holder | $545 | $13,245-95.9% | $11,799-95.4% | $14,480-96.2% |