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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 | $92,880 | $183,978-49.5% | $162,171-42.7% | $152,885-39.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 22.99% | 150.78%-127.8pp | 115.60%-92.6pp | 345.39%-322.4pp |
| Employer contribution / active EE | $11,760 | $6,370+84.6% | $5,613+109.5% | $4,763+146.9% |
| Participant deferral / active EE | $14,667 | $8,033+82.6% | $7,297+101.0% | $5,851+150.7% |
| Admin fee / account holder | $689 | $13,122-94.7% | $10,843-93.6% | $11,598-94.1% |