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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 | $99,737 | $183,988-45.8% | $162,177-38.5% | $152,897-34.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 25.33% | 150.79%-125.5pp | 115.60%-90.3pp | 345.43%-320.1pp |
| Employer contribution / active EE | $14,932 | $6,370+134.4% | $5,613+166.0% | $4,764+213.5% |
| Participant deferral / active EE | $3,186 | $8,032-60.3% | $7,297-56.3% | $5,851-45.6% |
| Admin fee / account holder | $1,812 | $13,123-86.2% | $10,843-83.3% | $11,599-84.4% |