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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 | $63,359 | $175,231-63.8% | $149,696-57.7% | $139,466-54.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.04% | 166.77%-149.7pp | 134.46%-117.4pp | 373.66%-356.6pp |
| Employer contribution / active EE | $20,736 | $5,478+278.5% | $4,821+330.1% | $4,754+336.2% |
| Participant deferral / active EE | $9,737 | $6,521+49.3% | $5,682+71.4% | $6,712+45.1% |
| Admin fee / account holder | $636 | $16,155-96.1% | $13,212-95.2% | $11,409-94.4% |