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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 | $176,120-33.2% | $159,487-26.2% | $167,553-29.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 73.66% | 331.95%-258.3pp | 263.71%-190.0pp | 478.89%-405.2pp |
| Employer contribution / active EE | $17,044 | $5,299+221.6% | $4,831+252.8% | $4,840+252.2% |
| Participant deferral / active EE | $18,718 | $7,752+141.5% | $7,354+154.5% | $6,343+195.1% |
| Admin fee / account holder | $1,721 | $12,561-86.3% | $10,804-84.1% | $12,316-86.0% |