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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 | $98,353 | $183,978-46.5% | $162,171-39.4% | $152,885-35.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.04% | 150.78%-127.7pp | 115.60%-92.6pp | 345.39%-322.4pp |
| Employer contribution / active EE | $10,876 | $6,370+70.7% | $5,613+93.8% | $4,763+128.3% |
| Participant deferral / active EE | $8,111 | $8,033+1.0% | $7,297+11.1% | $5,851+38.6% |
| Admin fee / account holder | $478 | $13,122-96.4% | $10,843-95.6% | $11,598-95.9% |