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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 | $173,397-14.2% | $135,987+9.4% | $145,978+1.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 19.33% | 1165.22%-1145.9pp | 579.77%-560.4pp | 550.52%-531.2pp |
| Employer contribution / active EE | $8,868 | $5,281+67.9% | $4,214+110.4% | $4,662+90.2% |
| Participant deferral / active EE | $21,635 | $8,710+148.4% | $7,027+207.9% | $6,690+223.4% |
| Admin fee / account holder | $385 | $9,663-96.0% | $6,716-94.3% | $13,400-97.1% |