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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 | $150,103 | $149,040+0.7% | $120,225+24.9% | $137,256+9.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 19.12% | 605.68%-586.6pp | 439.23%-420.1pp | 220.34%-201.2pp |
| Employer contribution / active EE | $8,531 | $4,350+96.1% | $3,475+145.5% | $4,156+105.3% |
| Participant deferral / active EE | $19,500 | $4,655+318.9% | $3,999+387.7% | $6,407+204.4% |
| Admin fee / account holder | $439 | $6,348-93.1% | $5,696-92.3% | $12,270-96.4% |