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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 | $180,976 | $202,342-10.6% | $172,753+4.8% | $152,909+18.4% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 20.75% | 1029.88%-1009.1pp | 803.00%-782.3pp | 345.46%-324.7pp |
| Employer contribution / active EE | $3,759 | $5,857-35.8% | $5,144-26.9% | $4,764-21.1% |
| Participant deferral / active EE | $11,661 | $5,948+96.0% | $5,198+124.3% | $5,851+99.3% |
| Admin fee / account holder | $6,456 | $17,112-62.3% | $13,956-53.7% | $11,601-44.3% |