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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 | $88,478 | $165,361-46.5% | $149,715-40.9% | $158,950-44.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 47.52% | 348.24%-300.7pp | 276.66%-229.1pp | 302.91%-255.4pp |
| Employer contribution / active EE | $22,608 | $5,103+343.0% | $4,645+386.7% | $4,762+374.8% |
| Participant deferral / active EE | $14,200 | $7,182+97.7% | $6,842+107.5% | $5,983+137.4% |
| Admin fee / account holder | $583 | $10,808-94.6% | $9,310-93.7% | $11,248-94.8% |