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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 | $102,153 | $175,231-41.7% | $149,696-31.8% | $139,466-26.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 209.50% | 166.77%+42.7pp | 134.46%+75.0pp | 373.66%-164.2pp |
| Employer contribution / active EE | $13,817 | $5,478+152.2% | $4,821+186.6% | $4,754+190.6% |
| Participant deferral / active EE | $8,109 | $6,521+24.3% | $5,682+42.7% | $6,712+20.8% |
| Admin fee / account holder | $2,513 | $16,155-84.4% | $13,212-81.0% | $11,409-78.0% |