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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 | $47,654 | $183,978-74.1% | $162,171-70.6% | $152,885-68.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 16.75% | 150.78%-134.0pp | 115.60%-98.8pp | 345.39%-328.6pp |
| Employer contribution / active EE | $15,000 | $6,370+135.5% | $5,613+167.2% | $4,763+214.9% |
| Participant deferral / active EE | $13,200 | $8,033+64.3% | $7,297+80.9% | $5,851+125.6% |
| Admin fee / account holder | $16,189 | $13,122+23.4% | $10,843+49.3% | $11,598+39.6% |