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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 | $109,656 | $138,102-20.6% | $125,381-12.5% | $134,532-18.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 17.76% | 750.73%-733.0pp | 572.31%-554.5pp | 418.27%-400.5pp |
| Employer contribution / active EE | $28,700 | $5,245+447.1% | $4,815+496.0% | $4,741+505.3% |
| Participant deferral / active EE | $20,467 | $7,801+162.4% | $7,448+174.8% | $6,401+219.7% |
| Admin fee / account holder | $593 | $11,568-94.9% | $10,007-94.1% | $11,429-94.8% |