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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 | $134,391 | $175,259-23.3% | $149,723-10.2% | $139,487-3.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.33% | 166.82%-153.5pp | 134.50%-121.2pp | 373.84%-360.5pp |
| Employer contribution / active EE | $21,115 | $5,478+285.4% | $4,821+337.9% | $4,755+344.1% |
| Participant deferral / active EE | $9,983 | $6,522+53.1% | $5,682+75.7% | $6,713+48.7% |
| Admin fee / account holder | $879 | $16,158-94.6% | $13,215-93.3% | $11,407-92.3% |