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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 | $60,961 | $209,422-70.9% | $178,503-65.8% | $158,982-61.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.48% | 188.81%-174.3pp | 151.12%-136.6pp | 302.99%-288.5pp |
| Employer contribution / active EE | $7,698 | $5,707+34.9% | $5,011+53.6% | $4,763+61.6% |
| Participant deferral / active EE | $7,185 | $5,955+20.7% | $5,202+38.1% | $5,983+20.1% |
| Admin fee / account holder | $432 | $17,079-97.5% | $13,987-96.9% | $11,252-96.2% |