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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 | $133,819 | $184,000-27.3% | $162,185-17.5% | $152,909-12.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 26.07% | 150.80%-124.7pp | 115.61%-89.5pp | 345.46%-319.4pp |
| Employer contribution / active EE | $6,565 | $6,370+3.1% | $5,613+17.0% | $4,764+37.8% |
| Participant deferral / active EE | $9,491 | $8,033+18.1% | $7,297+30.1% | $5,851+62.2% |
| Admin fee / account holder | $1,150 | $13,124-91.2% | $10,844-89.4% | $11,601-90.1% |