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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 | $194,726 | $176,077+10.6% | $159,455+22.1% | $167,518+16.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 82.91% | 331.83%-248.9pp | 263.63%-180.7pp | 478.71%-395.8pp |
| Employer contribution / active EE | $5,654 | $5,298+6.7% | $4,830+17.1% | $4,838+16.9% |
| Participant deferral / active EE | $7,551 | $7,751-2.6% | $7,353+2.7% | $6,342+19.1% |
| Admin fee / account holder | $4,140 | $12,556-67.0% | $10,800-61.7% | $12,312-66.4% |