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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 | $167,388 | $183,988-9.0% | $162,177+3.2% | $152,897+9.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 24.76% | 150.79%-126.0pp | 115.60%-90.8pp | 345.43%-320.7pp |
| Employer contribution / active EE | $6,659 | $6,370+4.5% | $5,613+18.6% | $4,764+39.8% |
| Participant deferral / active EE | $14,950 | $8,032+86.1% | $7,297+104.9% | $5,851+155.5% |
| Admin fee / account holder | $1,401 | $13,123-89.3% | $10,843-87.1% | $11,599-87.9% |