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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 | $129,226 | $160,040-19.3% | $147,096-12.1% | $145,877-11.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 35.42% | 98.49%-63.1pp | 419.75%-384.3pp | 551.28%-515.9pp |
| Employer contribution / active EE | $17,676 | $5,289+234.2% | $4,936+258.1% | $4,663+279.1% |
| Participant deferral / active EE | $12,177 | $8,429+44.5% | $8,071+50.9% | $6,691+82.0% |
| Admin fee / account holder | $8,753 | $15,050-41.8% | $13,005-32.7% | $13,402-34.7% |