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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 | $118,214 | $183,988-35.7% | $162,177-27.1% | $152,897-22.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 18.67% | 150.79%-132.1pp | 115.60%-96.9pp | 345.43%-326.8pp |
| Employer contribution / active EE | $11,549 | $6,370+81.3% | $5,613+105.8% | $4,764+142.5% |
| Participant deferral / active EE | $3,527 | $8,032-56.1% | $7,297-51.7% | $5,851-39.7% |
| Admin fee / account holder | $11,552 | $13,123-12.0% | $10,843+6.5% | $11,599-0.4% |