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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 | $68,036 | $138,102-50.7% | $125,381-45.7% | $134,532-49.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 31.83% | 750.73%-718.9pp | 572.31%-540.5pp | 418.27%-386.4pp |
| Employer contribution / active EE | $13,985 | $5,245+166.6% | $4,815+190.4% | $4,741+195.0% |
| Participant deferral / active EE | $7,325 | $7,801-6.1% | $7,448-1.7% | $6,401+14.4% |
| Admin fee / account holder | $2,027 | $11,568-82.5% | $10,007-79.7% | $11,429-82.3% |