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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 | $153,012 | $226,135-32.3% | $182,558-16.2% | $152,909+0.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 21.12% | 192.60%-171.5pp | 148.59%-127.5pp | 345.46%-324.3pp |
| Employer contribution / active EE | $6,378 | $4,979+28.1% | $4,076+56.5% | $4,764+33.9% |
| Participant deferral / active EE | $12,275 | $6,371+92.7% | $5,526+122.1% | $5,851+109.8% |
| Admin fee / account holder | $56,474 | $10,707+427.4% | $8,594+557.1% | $11,601+386.8% |