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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 | $107,785 | $217,432-50.4% | $185,851-42.0% | $167,553-35.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.21% | 148.43%-136.2pp | 122.11%-109.9pp | 478.89%-466.7pp |
| Employer contribution / active EE | $12,201 | $5,874+107.7% | $5,168+136.1% | $4,840+152.1% |
| Participant deferral / active EE | $13,381 | $6,357+110.5% | $5,569+140.3% | $6,343+111.0% |
| Admin fee / account holder | $3,020 | $19,820-84.8% | $16,245-81.4% | $12,316-75.5% |