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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 | $161,385 | $176,105-8.4% | $159,474+1.2% | $167,536-3.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 66.22% | 331.91%-265.7pp | 263.68%-197.5pp | 478.82%-412.6pp |
| Employer contribution / active EE | $4,765 | $5,299-10.1% | $4,831-1.4% | $4,839-1.5% |
| Participant deferral / active EE | $12,278 | $7,751+58.4% | $7,353+67.0% | $6,342+93.6% |
| Admin fee / account holder | $1,866 | $12,559-85.1% | $10,802-82.7% | $12,315-84.8% |