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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 | $46,064 | $209,422-78.0% | $178,503-74.2% | $158,982-71.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.29% | 188.81%-169.5pp | 151.12%-131.8pp | 302.99%-283.7pp |
| Employer contribution / active EE | $18,962 | $5,707+232.3% | $5,011+278.4% | $4,763+298.1% |
| Participant deferral / active EE | $11,525 | $5,955+93.5% | $5,202+121.5% | $5,983+92.6% |
| Admin fee / account holder | $545 | $17,079-96.8% | $13,987-96.1% | $11,252-95.2% |