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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 | $141,129 | $209,422-32.6% | $178,503-20.9% | $158,982-11.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.92% | 188.81%-170.9pp | 151.12%-133.2pp | 302.99%-285.1pp |
| Employer contribution / active EE | $8,331 | $5,707+46.0% | $5,011+66.2% | $4,763+74.9% |
| Participant deferral / active EE | $8,579 | $5,955+44.1% | $5,202+64.9% | $5,983+43.4% |
| Admin fee / account holder | $6,224 | $17,079-63.6% | $13,987-55.5% | $11,252-44.7% |