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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 | $139,907 | $144,130-2.9% | $117,861+18.7% | $147,586-5.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 19.72% | 531.20%-511.5pp | 335.11%-315.4pp | 578.59%-558.9pp |
| Employer contribution / active EE | $15,179 | $4,897+210.0% | $3,786+300.9% | $4,876+211.3% |
| Participant deferral / active EE | $13,546 | $5,316+154.8% | $4,482+202.2% | $5,439+149.1% |
| Admin fee / account holder | $328 | $10,887-97.0% | $8,021-95.9% | $10,886-97.0% |