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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 | $133,405 | $183,978-27.5% | $162,171-17.7% | $152,885-12.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 28.62% | 150.78%-122.2pp | 115.60%-87.0pp | 345.39%-316.8pp |
| Employer contribution / active EE | $11,898 | $6,370+86.8% | $5,613+112.0% | $4,763+149.8% |
| Participant deferral / active EE | $13,389 | $8,033+66.7% | $7,297+83.5% | $5,851+128.8% |
| Admin fee / account holder | $36,076 | $13,122+174.9% | $10,843+232.7% | $11,598+211.0% |