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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 | $44,300 | $184,000-75.9% | $162,185-72.7% | $152,909-71.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 19.76% | 150.80%-131.0pp | 115.61%-95.9pp | 345.46%-325.7pp |
| Employer contribution / active EE | $7,939 | $6,370+24.6% | $5,613+41.4% | $4,764+66.6% |
| Participant deferral / active EE | $10,199 | $8,033+27.0% | $7,297+39.8% | $5,851+74.3% |
| Admin fee / account holder | $48,691 | $13,124+271.0% | $10,844+349.0% | $11,601+319.7% |