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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 | $144,984 | $144,130+0.6% | $117,861+23.0% | $147,586-1.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 20.39% | 531.20%-510.8pp | 335.11%-314.7pp | 578.59%-558.2pp |
| Employer contribution / active EE | $20,577 | $4,897+320.2% | $3,786+443.5% | $4,876+322.0% |
| Participant deferral / active EE | $16,262 | $5,316+205.9% | $4,482+262.8% | $5,439+199.0% |
| Admin fee / account holder | $1,553 | $10,887-85.7% | $8,021-80.6% | $10,886-85.7% |