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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 | $155,533 | $184,000-15.5% | $162,185-4.1% | $152,909+1.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 14.83% | 150.80%-136.0pp | 115.61%-100.8pp | 345.46%-330.6pp |
| Employer contribution / active EE | $15,503 | $6,370+143.4% | $5,613+176.2% | $4,764+225.4% |
| Participant deferral / active EE | $16,860 | $8,033+109.9% | $7,297+131.1% | $5,851+188.1% |
| Admin fee / account holder | $5,111 | $13,124-61.1% | $10,844-52.9% | $11,601-55.9% |