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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 | $81,149 | $226,135-64.1% | $182,558-55.5% | $152,909-46.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 34.09% | 192.60%-158.5pp | 148.59%-114.5pp | 345.46%-311.4pp |
| Employer contribution / active EE | $24,744 | $4,979+397.0% | $4,076+507.1% | $4,764+419.4% |
| Participant deferral / active EE | $12,934 | $6,371+103.0% | $5,526+134.1% | $5,851+121.0% |
| Admin fee / account holder | $1,208 | $10,707-88.7% | $8,594-85.9% | $11,601-89.6% |