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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 | $127,341 | $175,259-27.3% | $149,723-14.9% | $139,487-8.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.13% | 166.82%-150.7pp | 134.50%-118.4pp | 373.84%-357.7pp |
| Employer contribution / active EE | $10,329 | $5,478+88.5% | $4,821+114.2% | $4,755+117.2% |
| Participant deferral / active EE | $4,269 | $6,522-34.5% | $5,682-24.9% | $6,713-36.4% |
| Admin fee / account holder | $2,835 | $16,158-82.5% | $13,215-78.5% | $11,407-75.1% |