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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 | $86,853 | $209,422-58.5% | $178,503-51.3% | $158,982-45.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.70% | 188.81%-174.1pp | 151.12%-136.4pp | 302.99%-288.3pp |
| Employer contribution / active EE | $16,331 | $5,707+186.2% | $5,011+225.9% | $4,763+242.9% |
| Participant deferral / active EE | $15,331 | $5,955+157.4% | $5,202+194.7% | $5,983+156.2% |
| Admin fee / account holder | $5,112 | $17,079-70.1% | $13,987-63.5% | $11,252-54.6% |