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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 | $161,421 | $176,120-8.3% | $159,487+1.2% | $167,553-3.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 38.64% | 331.95%-293.3pp | 263.71%-225.1pp | 478.89%-440.2pp |
| Employer contribution / active EE | $7,185 | $5,299+35.6% | $4,831+48.7% | $4,840+48.5% |
| Participant deferral / active EE | $9,700 | $7,752+25.1% | $7,354+31.9% | $6,343+52.9% |
| Admin fee / account holder | $1,344 | $12,561-89.3% | $10,804-87.6% | $12,316-89.1% |