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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 | $38,849 | $209,422-81.4% | $178,503-78.2% | $158,982-75.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.21% | 188.81%-181.6pp | 151.12%-143.9pp | 302.99%-295.8pp |
| Employer contribution / active EE | $9,966 | $5,707+74.6% | $5,011+98.9% | $4,763+109.2% |
| Participant deferral / active EE | $18,164 | $5,955+205.0% | $5,202+249.2% | $5,983+203.6% |
| Admin fee / account holder | $154,070 | $17,079+802.1% | $13,987+1001.5% | $11,252+1269.3% |