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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 | $190,110 | $209,888-9.4% | $189,545+0.3% | $167,553+13.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.64% | 748.66%-735.0pp | 555.36%-541.7pp | 478.89%-465.2pp |
| Employer contribution / active EE | $3,023 | $6,915-56.3% | $6,162-50.9% | $4,840-37.5% |
| Participant deferral / active EE | $8,538 | $8,934-4.4% | $8,220+3.9% | $6,343+34.6% |
| Admin fee / account holder | $1,016 | $14,300-92.9% | $12,049-91.6% | $12,316-91.8% |