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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 | $134,438 | $183,988-26.9% | $162,177-17.1% | $152,897-12.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.26% | 150.79%-127.5pp | 115.60%-92.3pp | 345.43%-322.2pp |
| Employer contribution / active EE | $9,991 | $6,370+56.8% | $5,613+78.0% | $4,764+109.7% |
| Participant deferral / active EE | $8,352 | $8,032+4.0% | $7,297+14.5% | $5,851+42.7% |
| Admin fee / account holder | $1,796 | $13,123-86.3% | $10,843-83.4% | $11,599-84.5% |