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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 | $73,805 | $209,428-64.8% | $178,498-58.7% | $158,950-53.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.87% | 188.78%-168.9pp | 151.09%-131.2pp | 302.91%-283.0pp |
| Employer contribution / active EE | $10,112 | $5,707+77.2% | $5,011+101.8% | $4,762+112.4% |
| Participant deferral / active EE | $8,264 | $5,955+38.8% | $5,202+58.9% | $5,983+38.1% |
| Admin fee / account holder | $2,231 | $17,077-86.9% | $13,985-84.0% | $11,248-80.2% |