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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 | $148,247 | $176,105-15.8% | $159,474-7.0% | $167,536-11.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.99% | 331.91%-313.9pp | 263.68%-245.7pp | 478.82%-460.8pp |
| Employer contribution / active EE | $6,684 | $5,299+26.1% | $4,831+38.4% | $4,839+38.1% |
| Participant deferral / active EE | $6,169 | $7,751-20.4% | $7,353-16.1% | $6,342-2.7% |
| Admin fee / account holder | $744 | $12,559-94.1% | $10,802-93.1% | $12,315-94.0% |