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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 | $146,464 | $175,259-16.4% | $149,723-2.2% | $139,487+5.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.66% | 166.82%-146.2pp | 134.50%-113.8pp | 373.84%-353.2pp |
| Employer contribution / active EE | $12,660 | $5,478+131.1% | $4,821+162.6% | $4,755+166.3% |
| Participant deferral / active EE | $16,039 | $6,522+145.9% | $5,682+182.2% | $6,713+138.9% |
| Admin fee / account holder | $668 | $16,158-95.9% | $13,215-94.9% | $11,407-94.1% |