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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 | $144,025 | $217,432-33.8% | $185,851-22.5% | $167,553-14.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.00% | 148.43%-131.4pp | 122.11%-105.1pp | 478.89%-461.9pp |
| Employer contribution / active EE | $12,884 | $5,874+119.3% | $5,168+149.3% | $4,840+166.2% |
| Participant deferral / active EE | $14,120 | $6,357+122.1% | $5,569+153.6% | $6,343+122.6% |
| Admin fee / account holder | $677 | $19,820-96.6% | $16,245-95.8% | $12,316-94.5% |