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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 | $116,611 | $150,435-22.5% | $120,580-3.3% | $145,897-20.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 13.47% | 154.60%-141.1pp | 107.48%-94.0pp | 552.29%-538.8pp |
| Employer contribution / active EE | $17,035 | $4,352+291.4% | $3,469+391.0% | $4,663+265.4% |
| Participant deferral / active EE | $12,865 | $6,174+108.4% | $4,995+157.5% | $6,689+92.3% |
| Admin fee / account holder | $1,595 | $12,182-86.9% | $9,418-83.1% | $13,390-88.1% |