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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 | $118,962 | $175,257-32.1% | $149,717-20.5% | $139,456-14.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.64% | 166.70%-146.1pp | 134.41%-113.8pp | 373.45%-352.8pp |
| Employer contribution / active EE | $10,387 | $5,477+89.7% | $4,820+115.5% | $4,753+118.6% |
| Participant deferral / active EE | $12,149 | $6,521+86.3% | $5,682+113.8% | $6,711+81.0% |
| Admin fee / account holder | $1,432 | $16,156-91.1% | $13,213-89.2% | $11,407-87.4% |