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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 | $149,077 | $198,462-24.9% | $170,439-12.5% | $147,585+1.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.63% | 257.30%-234.7pp | 205.94%-183.3pp | 578.58%-555.9pp |
| Employer contribution / active EE | $15,193 | $6,184+145.7% | $5,433+179.7% | $4,876+211.5% |
| Participant deferral / active EE | $11,477 | $5,629+103.9% | $4,939+132.3% | $5,439+111.0% |
| Admin fee / account holder | $788 | $16,852-95.3% | $13,881-94.3% | $10,886-92.8% |