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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 | $65,053 | $184,000-64.6% | $162,185-59.9% | $152,909-57.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 15.29% | 150.80%-135.5pp | 115.61%-100.3pp | 345.46%-330.2pp |
| Employer contribution / active EE | $10,796 | $6,370+69.5% | $5,613+92.3% | $4,764+126.6% |
| Participant deferral / active EE | $17,700 | $8,033+120.4% | $7,297+142.6% | $5,851+202.5% |
| Admin fee / account holder | $1,703 | $13,124-87.0% | $10,844-84.3% | $11,601-85.3% |