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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 | $146,043 | $183,988-20.6% | $162,177-9.9% | $152,897-4.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 21.91% | 150.79%-128.9pp | 115.60%-93.7pp | 345.43%-323.5pp |
| Employer contribution / active EE | $6,645 | $6,370+4.3% | $5,613+18.4% | $4,764+39.5% |
| Participant deferral / active EE | $6,490 | $8,032-19.2% | $7,297-11.1% | $5,851+10.9% |
| Admin fee / account holder | $3,276 | $13,123-75.0% | $10,843-69.8% | $11,599-71.8% |