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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 | $110,857 | $226,135-51.0% | $182,558-39.3% | $152,909-27.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 17.76% | 192.60%-174.8pp | 148.59%-130.8pp | 345.46%-327.7pp |
| Employer contribution / active EE | $16,200 | $4,979+225.4% | $4,076+297.4% | $4,764+240.1% |
| Participant deferral / active EE | $19,000 | $6,371+198.2% | $5,526+243.8% | $5,851+224.7% |
| Admin fee / account holder | $696 | $10,707-93.5% | $8,594-91.9% | $11,601-94.0% |