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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 | $140,584 | $209,888-33.0% | $189,545-25.8% | $167,553-16.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 29.21% | 748.66%-719.5pp | 555.36%-526.2pp | 478.89%-449.7pp |
| Employer contribution / active EE | $14,387 | $6,915+108.1% | $6,162+133.5% | $4,840+197.3% |
| Participant deferral / active EE | $14,687 | $8,934+64.4% | $8,220+78.7% | $6,343+131.6% |
| Admin fee / account holder | $449 | $14,300-96.9% | $12,049-96.3% | $12,316-96.4% |