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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 | $51,189 | $183,988-72.2% | $162,177-68.4% | $152,897-66.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 33.83% | 150.79%-117.0pp | 115.60%-81.8pp | 345.43%-311.6pp |
| Employer contribution / active EE | $8,132 | $6,370+27.7% | $5,613+44.9% | $4,764+70.7% |
| Participant deferral / active EE | $15,308 | $8,032+90.6% | $7,297+109.8% | $5,851+161.6% |
| Admin fee / account holder | $709 | $13,123-94.6% | $10,843-93.5% | $11,599-93.9% |