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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 | $98,135 | $184,000-46.7% | $162,185-39.5% | $152,909-35.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 13.83% | 150.80%-137.0pp | 115.61%-101.8pp | 345.46%-331.6pp |
| Employer contribution / active EE | $4,526 | $6,370-28.9% | $5,613-19.4% | $4,764-5.0% |
| Participant deferral / active EE | $16,671 | $8,033+107.5% | $7,297+128.5% | $5,851+184.9% |
| Admin fee / account holder | $327 | $13,124-97.5% | $10,844-97.0% | $11,601-97.2% |