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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 | $51,433 | $209,422-75.4% | $178,503-71.2% | $158,982-67.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.81% | 188.81%-175.0pp | 151.12%-137.3pp | 302.99%-289.2pp |
| Employer contribution / active EE | $11,134 | $5,707+95.1% | $5,011+122.2% | $4,763+133.8% |
| Participant deferral / active EE | $5,416 | $5,955-9.0% | $5,202+4.1% | $5,983-9.5% |
| Admin fee / account holder | $11,000 | $17,079-35.6% | $13,987-21.4% | $11,252-2.2% |