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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 | $107,637 | $156,927-31.4% | $121,169-11.2% | $139,456-22.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.41% | 1475.85%-1460.4pp | 986.71%-971.3pp | 373.45%-358.0pp |
| Employer contribution / active EE | $13,643 | $5,542+146.2% | $4,168+227.3% | $4,753+187.1% |
| Participant deferral / active EE | $8,390 | $4,848+73.0% | $4,083+105.5% | $6,711+25.0% |
| Admin fee / account holder | $7,971 | $6,946+14.8% | $5,645+41.2% | $11,407-30.1% |