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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 | $99,620 | $183,988-45.9% | $162,177-38.6% | $152,897-34.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 26.55% | 150.79%-124.2pp | 115.60%-89.1pp | 345.43%-318.9pp |
| Employer contribution / active EE | $6,667 | $6,370+4.7% | $5,613+18.8% | $4,764+40.0% |
| Participant deferral / active EE | $5,535 | $8,032-31.1% | $7,297-24.1% | $5,851-5.4% |
| Admin fee / account holder | $856 | $13,123-93.5% | $10,843-92.1% | $11,599-92.6% |