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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 | $143,765 | $175,259-18.0% | $149,723-4.0% | $139,487+3.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.13% | 166.82%-148.7pp | 134.50%-116.4pp | 373.84%-355.7pp |
| Employer contribution / active EE | $8,750 | $5,478+59.7% | $4,821+81.5% | $4,755+84.0% |
| Participant deferral / active EE | $11,250 | $6,522+72.5% | $5,682+98.0% | $6,713+67.6% |
| Admin fee / account holder | $709 | $16,158-95.6% | $13,215-94.6% | $11,407-93.8% |