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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 | $48,100 | $209,422-77.0% | $178,503-73.1% | $158,982-69.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 40.43% | 188.81%-148.4pp | 151.12%-110.7pp | 302.99%-262.6pp |
| Employer contribution / active EE | $11,111 | $5,707+94.7% | $5,011+121.7% | $4,763+133.3% |
| Participant deferral / active EE | $9,952 | $5,955+67.1% | $5,202+91.3% | $5,983+66.3% |
| Admin fee / account holder | $558 | $17,079-96.7% | $13,987-96.0% | $11,252-95.0% |