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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 | $140,787 | $183,539-23.3% | $155,556-9.5% | $145,897-3.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 191.44% | 61.31%+130.1pp | 64.84%+126.6pp | 552.29%-360.9pp |
| Employer contribution / active EE | $1,596 | $5,315-70.0% | $4,675-65.9% | $4,663-65.8% |
| Participant deferral / active EE | $15,250 | $6,467+135.8% | $5,631+170.8% | $6,689+128.0% |
| Admin fee / account holder | $1,095 | $19,275-94.3% | $15,885-93.1% | $13,390-91.8% |