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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 | $104,627 | $217,432-51.9% | $185,849-43.7% | $167,536-37.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 25.00% | 148.42%-123.4pp | 122.10%-97.1pp | 478.82%-453.8pp |
| Employer contribution / active EE | $15,770 | $5,875+168.4% | $5,169+205.1% | $4,839+225.9% |
| Participant deferral / active EE | $36,338 | $6,357+471.6% | $5,569+552.5% | $6,342+473.0% |
| Admin fee / account holder | $39,145 | $19,818+97.5% | $16,244+141.0% | $12,315+217.9% |