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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 | $45,008 | $183,988-75.5% | $162,177-72.2% | $152,897-70.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 17.11% | 150.79%-133.7pp | 115.60%-98.5pp | 345.43%-328.3pp |
| Employer contribution / active EE | $8,184 | $6,370+28.5% | $5,613+45.8% | $4,764+71.8% |
| Participant deferral / active EE | $5,574 | $8,032-30.6% | $7,297-23.6% | $5,851-4.7% |
| Admin fee / account holder | $1,702 | $13,123-87.0% | $10,843-84.3% | $11,599-85.3% |