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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 | $128,465 | $184,000-30.2% | $162,185-20.8% | $152,909-16.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 14.91% | 150.80%-135.9pp | 115.61%-100.7pp | 345.46%-330.6pp |
| Employer contribution / active EE | $13,424 | $6,370+110.7% | $5,613+139.2% | $4,764+181.8% |
| Participant deferral / active EE | $12,731 | $8,033+58.5% | $7,297+74.5% | $5,851+117.6% |
| Admin fee / account holder | $127,110 | $13,124+868.5% | $10,844+1072.2% | $11,601+995.7% |