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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 | $184,000-49.5% | $162,185-42.7% | $152,909-39.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 22.99% | 150.80%-127.8pp | 115.61%-92.6pp | 345.46%-322.5pp |
| Employer contribution / active EE | $11,760 | $6,370+84.6% | $5,613+109.5% | $4,764+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 | $13,124-94.8% | $10,844-93.6% | $11,601-94.1% |