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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 | $172,924 | $184,000-6.0% | $162,185+6.6% | $152,909+13.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 45.27% | 150.80%-105.5pp | 115.61%-70.3pp | 345.46%-300.2pp |
| Employer contribution / active EE | $9,929 | $6,370+55.9% | $5,613+76.9% | $4,764+108.4% |
| Participant deferral / active EE | $11,027 | $8,033+37.3% | $7,297+51.1% | $5,851+88.5% |
| Admin fee / account holder | $6,910 | $13,124-47.3% | $10,844-36.3% | $11,601-40.4% |