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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 | $112,588 | $175,259-35.8% | $149,723-24.8% | $139,487-19.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.19% | 166.82%-148.6pp | 134.50%-116.3pp | 373.84%-355.7pp |
| Employer contribution / active EE | $34,153 | $5,478+523.4% | $4,821+608.4% | $4,755+618.3% |
| Participant deferral / active EE | $18,000 | $6,522+176.0% | $5,682+216.8% | $6,713+168.2% |
| Admin fee / account holder | $1,165 | $16,158-92.8% | $13,215-91.2% | $11,407-89.8% |