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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 | $152,574 | $209,874-27.3% | $189,537-19.5% | $167,536-8.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 32.26% | 748.61%-716.4pp | 555.34%-523.1pp | 478.82%-446.6pp |
| Employer contribution / active EE | $12,375 | $6,913+79.0% | $6,161+100.9% | $4,839+155.7% |
| Participant deferral / active EE | $20,858 | $8,934+133.5% | $8,220+153.7% | $6,342+228.9% |
| Admin fee / account holder | $1,353 | $14,299-90.5% | $12,048-88.8% | $12,315-89.0% |