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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 | $101,396 | $175,259-42.1% | $149,723-32.3% | $139,487-27.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.08% | 166.82%-146.7pp | 134.50%-114.4pp | 373.84%-353.8pp |
| Employer contribution / active EE | $7,625 | $5,478+39.2% | $4,821+58.1% | $4,755+60.4% |
| Participant deferral / active EE | $5,082 | $6,522-22.1% | $5,682-10.6% | $6,713-24.3% |
| Admin fee / account holder | $360 | $16,158-97.8% | $13,215-97.3% | $11,407-96.8% |