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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 | $110,528 | $201,344-45.1% | $184,243-40.0% | $145,877-24.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 182.78% | 29.01%+153.8pp | 28.82%+154.0pp | 551.28%-368.5pp |
| Employer contribution / active EE | $5,923 | $7,022-15.7% | $6,427-7.8% | $4,663+27.0% |
| Participant deferral / active EE | $14,966 | $9,807+52.6% | $9,132+63.9% | $6,691+123.7% |
| Admin fee / account holder | $3,849 | $16,382-76.5% | $13,914-72.3% | $13,402-71.3% |