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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 | $106,910 | $202,342-47.2% | $172,752-38.1% | $152,897-30.1% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 37.07% | 1029.83%-992.8pp | 802.97%-765.9pp | 345.43%-308.4pp |
| Employer contribution / active EE | $11,845 | $5,858+102.2% | $5,144+130.3% | $4,764+148.7% |
| Participant deferral / active EE | $5,411 | $5,948-9.0% | $5,198+4.1% | $5,851-7.5% |
| Admin fee / account holder | $1,163 | $17,111-93.2% | $13,955-91.7% | $11,599-90.0% |