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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 | $101,165 | $175,259-42.3% | $149,723-32.4% | $139,487-27.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.41% | 166.82%-151.4pp | 134.50%-119.1pp | 373.84%-358.4pp |
| Employer contribution / active EE | $8,215 | $5,478+50.0% | $4,821+70.4% | $4,755+72.8% |
| Participant deferral / active EE | $5,201 | $6,522-20.3% | $5,682-8.5% | $6,713-22.5% |
| Admin fee / account holder | $925 | $16,158-94.3% | $13,215-93.0% | $11,407-91.9% |