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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 | $94,052 | $148,623-36.7% | $135,974-30.8% | $139,466-32.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 40.24% | 79.30%-39.1pp | 68.30%-28.1pp | 373.66%-333.4pp |
| Employer contribution / active EE | $22,135 | $5,246+321.9% | $4,859+355.6% | $4,754+365.6% |
| Participant deferral / active EE | $22,460 | $8,103+177.2% | $7,760+189.4% | $6,712+234.6% |
| Admin fee / account holder | $506 | $12,406-95.9% | $10,767-95.3% | $11,409-95.6% |