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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 | $148,350 | $209,422-29.2% | $178,503-16.9% | $158,982-6.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.43% | 188.81%-173.4pp | 151.12%-135.7pp | 302.99%-287.6pp |
| Employer contribution / active EE | $11,421 | $5,707+100.1% | $5,011+127.9% | $4,763+139.8% |
| Participant deferral / active EE | $6,064 | $5,955+1.8% | $5,202+16.6% | $5,983+1.4% |
| Admin fee / account holder | $355 | $17,079-97.9% | $13,987-97.5% | $11,252-96.8% |