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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 | $135,393 | $209,422-35.3% | $178,503-24.2% | $158,982-14.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.36% | 188.81%-161.4pp | 151.12%-123.8pp | 302.99%-275.6pp |
| Employer contribution / active EE | $14,464 | $5,707+153.5% | $5,011+188.6% | $4,763+203.7% |
| Participant deferral / active EE | $9,500 | $5,955+59.5% | $5,202+82.6% | $5,983+58.8% |
| Admin fee / account holder | $1,057 | $17,079-93.8% | $13,987-92.4% | $11,252-90.6% |