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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 | $84,481 | $184,000-54.1% | $162,185-47.9% | $152,909-44.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 17.85% | 150.80%-132.9pp | 115.61%-97.8pp | 345.46%-327.6pp |
| Employer contribution / active EE | $16,266 | $6,370+155.4% | $5,613+189.8% | $4,764+241.5% |
| Participant deferral / active EE | $8,608 | $8,033+7.2% | $7,297+18.0% | $5,851+47.1% |
| Admin fee / account holder | $5,861 | $13,124-55.3% | $10,844-46.0% | $11,601-49.5% |