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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 | $117,188 | $209,422-44.0% | $178,503-34.3% | $158,982-26.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.02% | 188.81%-171.8pp | 151.12%-134.1pp | 302.99%-286.0pp |
| Employer contribution / active EE | $10,353 | $5,707+81.4% | $5,011+106.6% | $4,763+117.4% |
| Participant deferral / active EE | $7,299 | $5,955+22.6% | $5,202+40.3% | $5,983+22.0% |
| Admin fee / account holder | $485 | $17,079-97.2% | $13,987-96.5% | $11,252-95.7% |