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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 | $172,768 | $184,000-6.1% | $162,185+6.5% | $152,909+13.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 14.45% | 150.80%-136.3pp | 115.61%-101.2pp | 345.46%-331.0pp |
| Employer contribution / active EE | $3,635 | $6,370-42.9% | $5,613-35.2% | $4,764-23.7% |
| Participant deferral / active EE | $11,924 | $8,033+48.4% | $7,297+63.4% | $5,851+103.8% |
| Admin fee / account holder | $348 | $13,124-97.3% | $10,844-96.8% | $11,601-97.0% |