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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 | $95,718 | $209,428-54.3% | $178,498-46.4% | $158,950-39.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.82% | 188.78%-171.0pp | 151.09%-133.3pp | 302.91%-285.1pp |
| Employer contribution / active EE | $16,754 | $5,707+193.6% | $5,011+234.3% | $4,762+251.8% |
| Participant deferral / active EE | $8,575 | $5,955+44.0% | $5,202+64.8% | $5,983+43.3% |
| Admin fee / account holder | $414 | $17,077-97.6% | $13,985-97.0% | $11,248-96.3% |