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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 | $157,997 | $180,466-12.5% | $154,114+2.5% | $135,382+16.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 5.62% | 888.15%-882.5pp | 735.16%-729.5pp | 519.77%-514.1pp |
| Employer contribution / active EE | $13,429 | $6,035+122.5% | $5,298+153.5% | $4,779+181.0% |
| Participant deferral / active EE | $10,201 | $5,806+75.7% | $5,081+100.8% | $5,609+81.9% |
| Admin fee / account holder | $15,690 | $16,144-2.8% | $13,411+17.0% | $10,829+44.9% |