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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 | $68,669 | $209,422-67.2% | $178,503-61.5% | $158,982-56.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 26.20% | 188.81%-162.6pp | 151.12%-124.9pp | 302.99%-276.8pp |
| Employer contribution / active EE | $11,009 | $5,707+92.9% | $5,011+119.7% | $4,763+131.1% |
| Participant deferral / active EE | $4,535 | $5,955-23.8% | $5,202-12.8% | $5,983-24.2% |
| Admin fee / account holder | $944 | $17,079-94.5% | $13,987-93.3% | $11,252-91.6% |