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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 | $121,387 | $209,888-42.2% | $189,545-36.0% | $167,553-27.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 28.61% | 748.66%-720.1pp | 555.36%-526.8pp | 478.89%-450.3pp |
| Employer contribution / active EE | $12,844 | $6,915+85.7% | $6,162+108.4% | $4,840+165.4% |
| Participant deferral / active EE | $9,250 | $8,934+3.5% | $8,220+12.5% | $6,343+45.8% |
| Admin fee / account holder | $10,725 | $14,300-25.0% | $12,049-11.0% | $12,316-12.9% |