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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 | $91,492 | $184,000-50.3% | $162,185-43.6% | $152,909-40.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 20.11% | 150.80%-130.7pp | 115.61%-95.5pp | 345.46%-325.4pp |
| Employer contribution / active EE | $17,907 | $6,370+181.1% | $5,613+219.0% | $4,764+275.9% |
| Participant deferral / active EE | $15,958 | $8,033+98.7% | $7,297+118.7% | $5,851+172.7% |
| Admin fee / account holder | $5,551 | $13,124-57.7% | $10,844-48.8% | $11,601-52.2% |