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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 | $143,815 | $160,040-10.1% | $147,096-2.2% | $145,877-1.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.59% | 98.49%-85.9pp | 419.75%-407.2pp | 551.28%-538.7pp |
| Employer contribution / active EE | $7,576 | $5,289+43.2% | $4,936+53.5% | $4,663+62.5% |
| Participant deferral / active EE | $22,750 | $8,429+169.9% | $8,071+181.9% | $6,691+240.0% |
| Admin fee / account holder | $1,887 | $15,050-87.5% | $13,005-85.5% | $13,402-85.9% |