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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 | $128,408 | $138,076-7.0% | $123,553+3.9% | $135,380-5.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1059.81% | 153.70%+906.1pp | 119.21%+940.6pp | 519.81%+540.0pp |
| Employer contribution / active EE | $4,167 | $5,152-19.1% | $4,628-10.0% | $4,779-12.8% |
| Participant deferral / active EE | $13,116 | $6,800+92.9% | $6,426+104.1% | $5,609+133.8% |
| Admin fee / account holder | $347 | $10,917-96.8% | $9,284-96.3% | $10,828-96.8% |