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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 | $163,034 | $184,000-11.4% | $162,185+0.5% | $152,909+6.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.34% | 150.80%-127.5pp | 115.61%-92.3pp | 345.46%-322.1pp |
| Employer contribution / active EE | $8,411 | $6,370+32.0% | $5,613+49.8% | $4,764+76.6% |
| Participant deferral / active EE | $14,483 | $8,033+80.3% | $7,297+98.5% | $5,851+147.5% |
| Admin fee / account holder | $1,404 | $13,124-89.3% | $10,844-87.1% | $11,601-87.9% |