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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 | $139,196 | $184,000-24.4% | $162,185-14.2% | $152,909-9.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 21.69% | 150.80%-129.1pp | 115.61%-93.9pp | 345.46%-323.8pp |
| Employer contribution / active EE | $4,765 | $6,370-25.2% | $5,613-15.1% | $4,7640% |
| Participant deferral / active EE | $7,163 | $8,033-10.8% | $7,297-1.8% | $5,851+22.4% |
| Admin fee / account holder | $721 | $13,124-94.5% | $10,844-93.4% | $11,601-93.8% |