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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 | $96,070 | $209,422-54.1% | $178,503-46.2% | $158,982-39.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 32.85% | 188.81%-156.0pp | 151.12%-118.3pp | 302.99%-270.1pp |
| Employer contribution / active EE | $14,331 | $5,707+151.1% | $5,011+186.0% | $4,763+200.9% |
| Participant deferral / active EE | $19,903 | $5,955+234.2% | $5,202+282.6% | $5,983+232.6% |
| Admin fee / account holder | $3,738 | $17,079-78.1% | $13,987-73.3% | $11,252-66.8% |