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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 | $157,495 | $226,135-30.4% | $182,558-13.7% | $152,909+3.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 27.32% | 192.60%-165.3pp | 148.59%-121.3pp | 345.46%-318.1pp |
| Employer contribution / active EE | $7,534 | $4,979+51.3% | $4,076+84.8% | $4,764+58.1% |
| Participant deferral / active EE | $6,034 | $6,371-5.3% | $5,526+9.2% | $5,851+3.1% |
| Admin fee / account holder | $766 | $10,707-92.8% | $8,594-91.1% | $11,601-93.4% |