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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 | $156,963-31.4% | $121,204-11.2% | $139,466-22.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.41% | 1476.75%-1461.3pp | 987.18%-971.8pp | 373.66%-358.3pp |
| Employer contribution / active EE | $13,643 | $5,544+146.1% | $4,170+227.2% | $4,754+187.0% |
| Participant deferral / active EE | $8,390 | $4,848+73.1% | $4,083+105.5% | $6,712+25.0% |
| Admin fee / account holder | $7,971 | $6,953+14.6% | $5,651+41.0% | $11,409-30.1% |