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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 | $65,812 | $184,000-64.2% | $162,185-59.4% | $152,909-57.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 21.13% | 150.80%-129.7pp | 115.61%-94.5pp | 345.46%-324.3pp |
| Employer contribution / active EE | $9,757 | $6,370+53.2% | $5,613+73.8% | $4,764+104.8% |
| Participant deferral / active EE | $9,240 | $8,033+15.0% | $7,297+26.6% | $5,851+57.9% |
| Admin fee / account holder | $15,134 | $13,124+15.3% | $10,844+39.6% | $11,601+30.5% |