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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 | $108,179 | $209,422-48.3% | $178,503-39.4% | $158,982-32.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.72% | 188.81%-175.1pp | 151.12%-137.4pp | 302.99%-289.3pp |
| Employer contribution / active EE | $8,536 | $5,707+49.6% | $5,011+70.3% | $4,763+79.2% |
| Participant deferral / active EE | $7,392 | $5,955+24.1% | $5,202+42.1% | $5,983+23.5% |
| Admin fee / account holder | $435 | $17,079-97.5% | $13,987-96.9% | $11,252-96.1% |