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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 | $132,794 | $226,135-41.3% | $182,558-27.3% | $152,909-13.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 19.30% | 192.60%-173.3pp | 148.59%-129.3pp | 345.46%-326.2pp |
| Employer contribution / active EE | $13,743 | $4,979+176.0% | $4,076+237.2% | $4,764+188.5% |
| Participant deferral / active EE | $8,333 | $6,371+30.8% | $5,526+50.8% | $5,851+42.4% |
| Admin fee / account holder | $1,624 | $10,707-84.8% | $8,594-81.1% | $11,601-86.0% |