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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 | $122,615 | $226,105-45.8% | $182,540-32.8% | $152,897-19.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 22.10% | 192.58%-170.5pp | 148.58%-126.5pp | 345.43%-323.3pp |
| Employer contribution / active EE | $19,375 | $4,978+289.2% | $4,076+375.4% | $4,764+306.7% |
| Participant deferral / active EE | $22,561 | $6,370+254.2% | $5,525+308.3% | $5,851+285.6% |
| Admin fee / account holder | $564 | $10,706-94.7% | $8,593-93.4% | $11,599-95.1% |