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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 | $145,703 | $217,432-33.0% | $185,851-21.6% | $167,553-13.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.78% | 148.43%-126.7pp | 122.11%-100.3pp | 478.89%-457.1pp |
| Employer contribution / active EE | $11,962 | $5,874+103.6% | $5,168+131.4% | $4,840+147.2% |
| Participant deferral / active EE | $19,142 | $6,357+201.1% | $5,569+243.7% | $6,343+201.8% |
| Admin fee / account holder | $6,458 | $19,820-67.4% | $16,245-60.2% | $12,316-47.6% |