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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 | $154,359 | $144,124+7.1% | $117,857+31.0% | $147,585+4.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.72% | 531.17%-514.5pp | 335.09%-318.4pp | 578.57%-561.9pp |
| Employer contribution / active EE | $20,390 | $4,897+316.4% | $3,786+438.5% | $4,876+318.1% |
| Participant deferral / active EE | $9,631 | $5,316+81.2% | $4,482+114.9% | $5,439+77.1% |
| Admin fee / account holder | $1,075 | $10,886-90.1% | $8,020-86.6% | $10,885-90.1% |