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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 | $148,822 | $168,626-11.7% | $133,698+11.3% | $145,897+2.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 19.33% | 1168.99%-1149.7pp | 580.90%-561.6pp | 552.29%-533.0pp |
| Employer contribution / active EE | $8,868 | $5,290+67.6% | $4,218+110.3% | $4,663+90.2% |
| Participant deferral / active EE | $21,635 | $8,688+149.0% | $7,016+208.4% | $6,689+223.4% |
| Admin fee / account holder | $385 | $9,638-96.0% | $6,703-94.3% | $13,390-97.1% |