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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 | $92,753 | $171,492-45.9% | $150,734-38.5% | $198,609-53.3% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 15.17% | 804.70%-789.5pp | 600.81%-585.6pp | 202.70%-187.5pp |
| Employer contribution / active EE | $13,885 | $5,470+153.8% | $4,918+182.3% | $5,055+174.7% |
| Participant deferral / active EE | $7,913 | $6,259+26.4% | $5,610+41.1% | $6,977+13.4% |
| Admin fee / account holder | $510 | $17,628-97.1% | $14,905-96.6% | $19,030-97.3% |