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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 | $117,688 | $176,071-33.2% | $159,450-26.2% | $167,497-29.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 73.66% | 331.79%-258.1pp | 263.60%-189.9pp | 478.62%-405.0pp |
| Employer contribution / active EE | $17,044 | $5,298+221.7% | $4,830+252.9% | $4,838+252.3% |
| Participant deferral / active EE | $18,718 | $7,750+141.5% | $7,352+154.6% | $6,341+195.2% |
| Admin fee / account holder | $1,721 | $12,555-86.3% | $10,800-84.1% | $12,310-86.0% |