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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 | $163,496 | $176,105-7.2% | $159,474+2.5% | $167,536-2.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 38.20% | 331.91%-293.7pp | 263.68%-225.5pp | 478.82%-440.6pp |
| Employer contribution / active EE | $7,118 | $5,299+34.3% | $4,831+47.3% | $4,839+47.1% |
| Participant deferral / active EE | $7,590 | $7,751-2.1% | $7,353+3.2% | $6,342+19.7% |
| Admin fee / account holder | $10,274 | $12,559-18.2% | $10,802-4.9% | $12,315-16.6% |