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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 | $151,084 | $183,978-17.9% | $162,171-6.8% | $152,885-1.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 33.72% | 150.78%-117.1pp | 115.60%-81.9pp | 345.39%-311.7pp |
| Employer contribution / active EE | $20,074 | $6,370+215.1% | $5,613+257.6% | $4,763+321.4% |
| Participant deferral / active EE | $14,286 | $8,033+77.8% | $7,297+95.8% | $5,851+144.2% |
| Admin fee / account holder | $847 | $13,122-93.5% | $10,843-92.2% | $11,598-92.7% |