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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 | $149,365 | $160,070-6.7% | $147,117+1.5% | $145,897+2.4% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 21.49% | 98.69%-77.2pp | 420.54%-399.0pp | 552.29%-530.8pp |
| Employer contribution / active EE | $19,562 | $5,285+270.2% | $4,932+296.6% | $4,663+319.6% |
| Participant deferral / active EE | $15,347 | $8,419+82.3% | $8,065+90.3% | $6,689+129.4% |
| Admin fee / account holder | $371 | $15,035-97.5% | $12,993-97.1% | $13,390-97.2% |