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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 | $193,130 | $226,135-14.6% | $182,558+5.8% | $152,909+26.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 15.79% | 192.60%-176.8pp | 148.59%-132.8pp | 345.46%-329.7pp |
| Employer contribution / active EE | $7,317 | $4,979+46.9% | $4,076+79.5% | $4,764+53.6% |
| Participant deferral / active EE | $7,766 | $6,371+21.9% | $5,526+40.5% | $5,851+32.7% |
| Admin fee / account holder | $1,476 | $10,707-86.2% | $8,594-82.8% | $11,601-87.3% |