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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 | $100,214 | $217,432-53.9% | $185,849-46.1% | $167,536-40.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.61% | 148.42%-128.8pp | 122.10%-102.5pp | 478.82%-459.2pp |
| Employer contribution / active EE | $15,359 | $5,875+161.4% | $5,169+197.2% | $4,839+217.4% |
| Participant deferral / active EE | $13,000 | $6,357+104.5% | $5,569+133.4% | $6,342+105.0% |
| Admin fee / account holder | $679 | $19,818-96.6% | $16,244-95.8% | $12,315-94.5% |