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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 | $136,346 | $175,231-22.2% | $149,696-8.9% | $139,466-2.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.83% | 166.77%-147.9pp | 134.46%-115.6pp | 373.66%-354.8pp |
| Employer contribution / active EE | $11,203 | $5,478+104.5% | $4,821+132.4% | $4,754+135.7% |
| Participant deferral / active EE | $13,061 | $6,521+100.3% | $5,682+129.9% | $6,712+94.6% |
| Admin fee / account holder | $28,256 | $16,155+74.9% | $13,212+113.9% | $11,409+147.7% |