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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 | $137,973 | $175,257-21.3% | $149,717-7.8% | $139,456-1.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.66% | 166.70%-153.0pp | 134.41%-120.7pp | 373.45%-359.8pp |
| Employer contribution / active EE | $18,518 | $5,477+238.1% | $4,820+284.2% | $4,753+289.6% |
| Participant deferral / active EE | $12,482 | $6,521+91.4% | $5,682+119.7% | $6,711+86.0% |
| Admin fee / account holder | $707 | $16,156-95.6% | $13,213-94.7% | $11,407-93.8% |