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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 | $151,880 | $160,070-5.1% | $147,117+3.2% | $145,897+4.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.23% | 98.69%-86.5pp | 420.54%-408.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $18,822 | $5,285+256.2% | $4,932+281.6% | $4,663+303.7% |
| Participant deferral / active EE | $15,193 | $8,419+80.5% | $8,065+88.4% | $6,689+127.1% |
| Admin fee / account holder | $976 | $15,035-93.5% | $12,993-92.5% | $13,390-92.7% |