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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 | $92,395 | $184,000-49.8% | $162,185-43.0% | $152,909-39.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 21.97% | 150.80%-128.8pp | 115.61%-93.6pp | 345.46%-323.5pp |
| Employer contribution / active EE | $14,188 | $6,370+122.7% | $5,613+152.8% | $4,764+197.8% |
| Participant deferral / active EE | $16,204 | $8,033+101.7% | $7,297+122.1% | $5,851+176.9% |
| Admin fee / account holder | $54,012 | $13,124+311.6% | $10,844+398.1% | $11,601+365.6% |