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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 | $151,741 | $217,432-30.2% | $185,851-18.4% | $167,553-9.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.59% | 148.43%-134.8pp | 122.11%-108.5pp | 478.89%-465.3pp |
| Employer contribution / active EE | $13,205 | $5,874+124.8% | $5,168+155.5% | $4,840+172.9% |
| Participant deferral / active EE | $7,298 | $6,357+14.8% | $5,569+31.1% | $6,343+15.1% |
| Admin fee / account holder | $936 | $19,820-95.3% | $16,245-94.2% | $12,316-92.4% |