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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 | $151,788 | $183,978-17.5% | $162,171-6.4% | $152,885-0.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 15.34% | 150.78%-135.4pp | 115.60%-100.3pp | 345.39%-330.0pp |
| Employer contribution / active EE | $17,015 | $6,370+167.1% | $5,613+203.1% | $4,763+257.2% |
| Participant deferral / active EE | $14,882 | $8,033+85.3% | $7,297+103.9% | $5,851+154.4% |
| Admin fee / account holder | $1,700 | $13,122-87.0% | $10,843-84.3% | $11,598-85.3% |