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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 | $147,032 | $184,000-20.1% | $162,185-9.3% | $152,909-3.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 25.36% | 150.80%-125.4pp | 115.61%-90.2pp | 345.46%-320.1pp |
| Employer contribution / active EE | $12,500 | $6,370+96.2% | $5,613+122.7% | $4,764+162.4% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,914 | $13,124-54.9% | $10,844-45.5% | $11,601-49.0% |