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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 | $90,573 | $184,000-50.8% | $162,185-44.2% | $152,909-40.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 41.96% | 150.80%-108.8pp | 115.61%-73.6pp | 345.46%-303.5pp |
| Employer contribution / active EE | $6,997 | $6,370+9.8% | $5,613+24.7% | $4,764+46.9% |
| Participant deferral / active EE | $7,382 | $8,033-8.1% | $7,297+1.2% | $5,851+26.2% |
| Admin fee / account holder | $7,931 | $13,124-39.6% | $10,844-26.9% | $11,601-31.6% |