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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 | $87,837 | $226,090-61.1% | $182,531-51.9% | $152,885-42.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 24.48% | 192.57%-168.1pp | 148.57%-124.1pp | 345.39%-320.9pp |
| Employer contribution / active EE | $10,500 | $4,978+110.9% | $4,075+157.6% | $4,763+120.4% |
| Participant deferral / active EE | $12,667 | $6,369+98.9% | $5,525+129.3% | $5,851+116.5% |
| Admin fee / account holder | $3,507 | $10,705-67.2% | $8,593-59.2% | $11,598-69.8% |