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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 | $136,777 | $144,130-5.1% | $117,861+16.0% | $147,586-7.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 19.93% | 531.20%-511.3pp | 335.11%-315.2pp | 578.59%-558.7pp |
| Employer contribution / active EE | $18,092 | $4,897+269.5% | $3,786+377.8% | $4,876+271.0% |
| Participant deferral / active EE | $13,628 | $5,316+156.4% | $4,482+204.1% | $5,439+150.6% |
| Admin fee / account holder | $1,378 | $10,887-87.3% | $8,021-82.8% | $10,886-87.3% |