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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 | $138,101 | $209,422-34.1% | $178,503-22.6% | $158,982-13.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.01% | 188.81%-171.8pp | 151.12%-134.1pp | 302.99%-286.0pp |
| Employer contribution / active EE | $16,477 | $5,707+188.7% | $5,011+228.8% | $4,763+246.0% |
| Participant deferral / active EE | $11,722 | $5,955+96.8% | $5,202+125.3% | $5,983+95.9% |
| Admin fee / account holder | $830 | $17,079-95.1% | $13,987-94.1% | $11,252-92.6% |