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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 | $136,508 | $175,259-22.1% | $149,723-8.8% | $139,487-2.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 69.65% | 166.82%-97.2pp | 134.50%-64.9pp | 373.84%-304.2pp |
| Employer contribution / active EE | $20,914 | $5,478+281.8% | $4,821+333.8% | $4,755+339.9% |
| Participant deferral / active EE | $18,214 | $6,522+179.3% | $5,682+220.5% | $6,713+171.3% |
| Admin fee / account holder | $28,239 | $16,158+74.8% | $13,215+113.7% | $11,407+147.6% |