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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 | $156,474 | $184,000-15.0% | $162,185-3.5% | $152,909+2.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 22.07% | 150.80%-128.7pp | 115.61%-93.5pp | 345.46%-323.4pp |
| Employer contribution / active EE | $4,258 | $6,370-33.2% | $5,613-24.1% | $4,764-10.6% |
| Participant deferral / active EE | $17,196 | $8,033+114.1% | $7,297+135.7% | $5,851+193.9% |
| Admin fee / account holder | $17,532 | $13,124+33.6% | $10,844+61.7% | $11,601+51.1% |