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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 | $187,384 | $176,077+6.4% | $159,455+17.5% | $167,518+11.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 29.63% | 331.83%-302.2pp | 263.63%-234.0pp | 478.71%-449.1pp |
| Employer contribution / active EE | $8,375 | $5,298+58.1% | $4,830+73.4% | $4,838+73.1% |
| Participant deferral / active EE | $7,175 | $7,751-7.4% | $7,353-2.4% | $6,342+13.1% |
| Admin fee / account holder | $2,228 | $12,556-82.3% | $10,800-79.4% | $12,312-81.9% |