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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 | $159,532 | $160,028-0.3% | $147,080+8.5% | $145,884+9.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.21% | 98.60%-77.4pp | 420.17%-399.0pp | 551.85%-530.6pp |
| Employer contribution / active EE | $11,693 | $5,286+121.2% | $4,933+137.0% | $4,662+150.8% |
| Participant deferral / active EE | $19,069 | $8,422+126.4% | $8,066+136.4% | $6,690+185.0% |
| Admin fee / account holder | $310 | $15,030-97.9% | $12,989-97.6% | $13,392-97.7% |