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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 | $35,321 | $198,457-82.2% | $170,435-79.3% | $147,586-76.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.36% | 257.30%-233.9pp | 205.94%-182.6pp | 578.59%-555.2pp |
| Employer contribution / active EE | $13,731 | $6,183+122.1% | $5,432+152.8% | $4,876+181.6% |
| Participant deferral / active EE | $15,000 | $5,629+166.5% | $4,939+203.7% | $5,439+175.8% |
| Admin fee / account holder | $113,010 | $16,852+570.6% | $13,881+714.1% | $10,886+938.1% |