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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 | $150,492 | $175,259-14.1% | $149,723+0.5% | $139,487+7.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.51% | 166.82%-148.3pp | 134.50%-116.0pp | 373.84%-355.3pp |
| Employer contribution / active EE | $15,179 | $5,478+177.1% | $4,821+214.8% | $4,755+219.2% |
| Participant deferral / active EE | $10,406 | $6,522+59.6% | $5,682+83.1% | $6,713+55.0% |
| Admin fee / account holder | $999 | $16,158-93.8% | $13,215-92.4% | $11,407-91.2% |