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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 | $139,317 | $175,259-20.5% | $149,723-7.0% | $139,487-0.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.15% | 166.82%-146.7pp | 134.50%-114.3pp | 373.84%-353.7pp |
| Employer contribution / active EE | $43,500 | $5,478+694.0% | $4,821+802.2% | $4,755+814.9% |
| Participant deferral / active EE | $22,500 | $6,522+245.0% | $5,682+296.0% | $6,713+235.2% |
| Admin fee / account holder | $908 | $16,158-94.4% | $13,215-93.1% | $11,407-92.0% |