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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 | $99,195 | $209,425-52.6% | $178,499-44.4% | $158,966-37.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.44% | 188.80%-177.4pp | 151.10%-139.7pp | 302.95%-291.5pp |
| Employer contribution / active EE | $13,617 | $5,707+138.6% | $5,011+171.7% | $4,762+185.9% |
| Participant deferral / active EE | $10,764 | $5,955+80.8% | $5,202+106.9% | $5,983+79.9% |
| Admin fee / account holder | $1,804 | $17,078-89.4% | $13,986-87.1% | $11,250-84.0% |