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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 | $81,847 | $183,988-55.5% | $162,177-49.5% | $152,897-46.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 26.00% | 150.79%-124.8pp | 115.60%-89.6pp | 345.43%-319.4pp |
| Employer contribution / active EE | $15,624 | $6,370+145.3% | $5,613+178.3% | $4,764+228.0% |
| Participant deferral / active EE | $11,618 | $8,032+44.6% | $7,297+59.2% | $5,851+98.6% |
| Admin fee / account holder | $151,713 | $13,123+1056.1% | $10,843+1299.1% | $11,599+1207.9% |