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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 | $127,706 | $184,000-30.6% | $162,185-21.3% | $152,909-16.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 43.76% | 150.80%-107.0pp | 115.61%-71.9pp | 345.46%-301.7pp |
| Employer contribution / active EE | $8,774 | $6,370+37.7% | $5,613+56.3% | $4,764+84.2% |
| Participant deferral / active EE | $18,001 | $8,033+124.1% | $7,297+146.7% | $5,851+207.6% |
| Admin fee / account holder | $59,966 | $13,124+356.9% | $10,844+453.0% | $11,601+416.9% |