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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 | $121,208 | $144,124-15.9% | $117,857+2.8% | $147,585-17.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 19.69% | 531.17%-511.5pp | 335.09%-315.4pp | 578.57%-558.9pp |
| Employer contribution / active EE | $11,378 | $4,897+132.4% | $3,786+200.5% | $4,876+133.3% |
| Participant deferral / active EE | $11,500 | $5,316+116.3% | $4,482+156.6% | $5,439+111.4% |
| Admin fee / account holder | $417 | $10,886-96.2% | $8,020-94.8% | $10,885-96.2% |