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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 | $160,884 | $176,105-8.6% | $159,474+0.9% | $167,536-4.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.52% | 331.91%-319.4pp | 263.68%-251.2pp | 478.82%-466.3pp |
| Employer contribution / active EE | $10,199 | $5,299+92.5% | $4,831+111.1% | $4,839+110.8% |
| Participant deferral / active EE | $8,537 | $7,751+10.1% | $7,353+16.1% | $6,342+34.6% |
| Admin fee / account holder | $1,182 | $12,559-90.6% | $10,802-89.1% | $12,315-90.4% |