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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 | $136,225 | $175,257-22.3% | $149,717-9.0% | $139,456-2.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.60% | 166.70%-149.1pp | 134.41%-116.8pp | 373.45%-355.8pp |
| Employer contribution / active EE | $16,869 | $5,477+208.0% | $4,820+250.0% | $4,753+254.9% |
| Participant deferral / active EE | $7,500 | $6,521+15.0% | $5,682+32.0% | $6,711+11.8% |
| Admin fee / account holder | $730 | $16,156-95.5% | $13,213-94.5% | $11,407-93.6% |