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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 | $125,189 | $226,090-44.6% | $182,531-31.4% | $152,885-18.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 19.88% | 192.57%-172.7pp | 148.57%-128.7pp | 345.39%-325.5pp |
| Employer contribution / active EE | $22,572 | $4,978+353.4% | $4,075+453.8% | $4,763+373.9% |
| Participant deferral / active EE | $14,659 | $6,369+130.1% | $5,525+165.3% | $5,851+150.5% |
| Admin fee / account holder | $1,300 | $10,705-87.9% | $8,593-84.9% | $11,598-88.8% |