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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 | $130,876 | $209,425-37.5% | $178,499-26.7% | $158,966-17.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.97% | 188.80%-175.8pp | 151.10%-138.1pp | 302.95%-290.0pp |
| Employer contribution / active EE | $14,142 | $5,707+147.8% | $5,011+182.2% | $4,762+196.9% |
| Participant deferral / active EE | $8,112 | $5,955+36.2% | $5,202+55.9% | $5,983+35.6% |
| Admin fee / account holder | $530 | $17,078-96.9% | $13,986-96.2% | $11,250-95.3% |