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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 | $163,796 | $226,105-27.6% | $182,540-10.3% | $152,897+7.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 11.29% | 192.58%-181.3pp | 148.58%-137.3pp | 345.43%-334.1pp |
| Employer contribution / active EE | $20,636 | $4,978+314.5% | $4,076+406.3% | $4,764+333.2% |
| Participant deferral / active EE | $14,649 | $6,370+130.0% | $5,525+165.1% | $5,851+150.4% |
| Admin fee / account holder | $655 | $10,706-93.9% | $8,593-92.4% | $11,599-94.4% |