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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 | $116,625 | $160,040-27.1% | $147,096-20.7% | $145,877-20.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 156.55% | 98.49%+58.1pp | 419.75%-263.2pp | 551.28%-394.7pp |
| Employer contribution / active EE | $9,011 | $5,289+70.4% | $4,936+82.6% | $4,663+93.2% |
| Participant deferral / active EE | $15,296 | $8,429+81.5% | $8,071+89.5% | $6,691+128.6% |
| Admin fee / account holder | $703 | $15,050-95.3% | $13,005-94.6% | $13,402-94.8% |