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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 | $147,957 | $217,432-32.0% | $185,849-20.4% | $167,536-11.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 61.94% | 148.42%-86.5pp | 122.10%-60.2pp | 478.82%-416.9pp |
| Employer contribution / active EE | $15,000 | $5,875+155.3% | $5,169+190.2% | $4,839+210.0% |
| Participant deferral / active EE | $26,000 | $6,357+309.0% | $5,569+366.9% | $6,342+309.9% |
| Admin fee / account holder | $3,133 | $19,818-84.2% | $16,244-80.7% | $12,315-74.6% |