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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 | $110,196 | $184,000-40.1% | $162,185-32.1% | $152,909-27.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.60% | 150.80%-127.2pp | 115.61%-92.0pp | 345.46%-321.9pp |
| Employer contribution / active EE | $13,029 | $6,370+104.5% | $5,613+132.1% | $4,764+173.5% |
| Participant deferral / active EE | $12,730 | $8,033+58.5% | $7,297+74.5% | $5,851+117.6% |
| Admin fee / account holder | $2,403 | $13,124-81.7% | $10,844-77.8% | $11,601-79.3% |