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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 | $129,136 | $209,422-38.3% | $178,503-27.7% | $158,982-18.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.37% | 188.81%-176.4pp | 151.12%-138.7pp | 302.99%-290.6pp |
| Employer contribution / active EE | $12,675 | $5,707+122.1% | $5,011+152.9% | $4,763+166.1% |
| Participant deferral / active EE | $15,750 | $5,955+164.5% | $5,202+202.7% | $5,983+163.2% |
| Admin fee / account holder | $789 | $17,079-95.4% | $13,987-94.4% | $11,252-93.0% |