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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 | $117,203 | $209,425-44.0% | $178,499-34.3% | $158,966-26.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.88% | 188.80%-176.9pp | 151.10%-139.2pp | 302.95%-291.1pp |
| Employer contribution / active EE | $9,964 | $5,707+74.6% | $5,011+98.8% | $4,762+109.2% |
| Participant deferral / active EE | $6,435 | $5,955+8.1% | $5,202+23.7% | $5,983+7.5% |
| Admin fee / account holder | $435 | $17,078-97.5% | $13,986-96.9% | $11,250-96.1% |