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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 | $132,878 | $198,457-33.0% | $170,435-22.0% | $147,586-10.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.23% | 257.30%-245.1pp | 205.94%-193.7pp | 578.59%-566.4pp |
| Employer contribution / active EE | $13,505 | $6,183+118.4% | $5,432+148.6% | $4,876+177.0% |
| Participant deferral / active EE | $19,130 | $5,629+239.8% | $4,939+287.3% | $5,439+251.7% |
| Admin fee / account holder | $9,774 | $16,852-42.0% | $13,881-29.6% | $10,886-10.2% |