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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 | $159,811 | $175,259-8.8% | $149,723+6.7% | $139,487+14.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.95% | 166.82%-151.9pp | 134.50%-119.5pp | 373.84%-358.9pp |
| Employer contribution / active EE | $32,024 | $5,478+484.6% | $4,821+564.2% | $4,755+573.5% |
| Participant deferral / active EE | $21,429 | $6,522+228.6% | $5,682+277.1% | $6,713+219.2% |
| Admin fee / account holder | $629 | $16,158-96.1% | $13,215-95.2% | $11,407-94.5% |