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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 | $124,527 | $160,040-22.2% | $147,096-15.3% | $145,877-14.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.88% | 98.49%-77.6pp | 419.75%-398.9pp | 551.28%-530.4pp |
| Employer contribution / active EE | $15,773 | $5,289+198.2% | $4,936+219.6% | $4,663+238.3% |
| Participant deferral / active EE | $19,947 | $8,429+136.7% | $8,071+147.1% | $6,691+198.1% |
| Admin fee / account holder | $776 | $15,050-94.8% | $13,005-94.0% | $13,402-94.2% |