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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 | $151,060 | $226,135-33.2% | $182,558-17.3% | $152,909-1.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 22.40% | 192.60%-170.2pp | 148.59%-126.2pp | 345.46%-323.1pp |
| Employer contribution / active EE | $12,085 | $4,979+142.7% | $4,076+196.5% | $4,764+153.7% |
| Participant deferral / active EE | $12,854 | $6,371+101.8% | $5,526+132.6% | $5,851+119.7% |
| Admin fee / account holder | $24,379 | $10,707+127.7% | $8,594+183.7% | $11,601+110.2% |