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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 | $156,950 | $183,978-14.7% | $162,171-3.2% | $152,885+2.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 26.19% | 150.78%-124.6pp | 115.60%-89.4pp | 345.39%-319.2pp |
| Employer contribution / active EE | $5,169 | $6,370-18.8% | $5,613-7.9% | $4,763+8.5% |
| Participant deferral / active EE | $8,540 | $8,033+6.3% | $7,297+17.0% | $5,851+46.0% |
| Admin fee / account holder | $1,419 | $13,122-89.2% | $10,843-86.9% | $11,598-87.8% |