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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 | $44,701 | $209,422-78.7% | $178,503-75.0% | $158,982-71.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 58.24% | 188.81%-130.6pp | 151.12%-92.9pp | 302.99%-244.8pp |
| Employer contribution / active EE | $13,357 | $5,707+134.0% | $5,011+166.5% | $4,763+180.4% |
| Participant deferral / active EE | $9,658 | $5,955+62.2% | $5,202+85.7% | $5,983+61.4% |
| Admin fee / account holder | $941 | $17,079-94.5% | $13,987-93.3% | $11,252-91.6% |