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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 | $99,352 | $175,259-43.3% | $149,723-33.6% | $139,487-28.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.51% | 166.82%-141.3pp | 134.50%-109.0pp | 373.84%-348.3pp |
| Employer contribution / active EE | $14,831 | $5,478+170.7% | $4,821+207.6% | $4,755+211.9% |
| Participant deferral / active EE | $10,878 | $6,522+66.8% | $5,682+91.4% | $6,713+62.1% |
| Admin fee / account holder | $5,743 | $16,158-64.5% | $13,215-56.5% | $11,407-49.7% |