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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 | $99,735 | $184,000-45.8% | $162,185-38.5% | $152,909-34.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 14.52% | 150.80%-136.3pp | 115.61%-101.1pp | 345.46%-330.9pp |
| Employer contribution / active EE | $8,310 | $6,370+30.5% | $5,613+48.0% | $4,764+74.4% |
| Participant deferral / active EE | $10,723 | $8,033+33.5% | $7,297+47.0% | $5,851+83.3% |
| Admin fee / account holder | $115,639 | $13,124+781.1% | $10,844+966.4% | $11,601+896.8% |