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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 | $239,014 | $226,135+5.7% | $182,558+30.9% | $152,909+56.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 30.39% | 192.60%-162.2pp | 148.59%-118.2pp | 345.46%-315.1pp |
| Employer contribution / active EE | $4,659 | $4,979-6.4% | $4,076+14.3% | $4,764-2.2% |
| Participant deferral / active EE | $5,730 | $6,371-10.1% | $5,526+3.7% | $5,851-2.1% |
| Admin fee / account holder | $1,741 | $10,707-83.7% | $8,594-79.7% | $11,601-85.0% |