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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 | $153,390 | $226,135-32.2% | $182,558-16.0% | $152,909+0.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 21.06% | 192.60%-171.5pp | 148.59%-127.5pp | 345.46%-324.4pp |
| Employer contribution / active EE | $13,491 | $4,979+170.9% | $4,076+231.0% | $4,764+183.2% |
| Participant deferral / active EE | $9,822 | $6,371+54.2% | $5,526+77.8% | $5,851+67.9% |
| Admin fee / account holder | $619 | $10,707-94.2% | $8,594-92.8% | $11,601-94.7% |