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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 | $98,650 | $209,428-52.9% | $178,498-44.7% | $158,950-37.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.79% | 188.78%-182.0pp | 151.09%-144.3pp | 302.91%-296.1pp |
| Employer contribution / active EE | $15,142 | $5,707+165.3% | $5,011+202.2% | $4,762+218.0% |
| Participant deferral / active EE | $7,187 | $5,955+20.7% | $5,202+38.2% | $5,983+20.1% |
| Admin fee / account holder | $562 | $17,077-96.7% | $13,985-96.0% | $11,248-95.0% |