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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 | $107,711 | $176,077-38.8% | $159,455-32.5% | $167,518-35.7% |
| Participation rate | 94.4% | 84.9%+9.5pp | 82.8%+11.6pp | 82.1%+12.3pp |
| Annual return | 11.09% | 331.83%-320.7pp | 263.63%-252.5pp | 478.71%-467.6pp |
| Employer contribution / active EE | $10,121 | $5,298+91.0% | $4,830+109.5% | $4,838+109.2% |
| Participant deferral / active EE | $6,533 | $7,751-15.7% | $7,353-11.2% | $6,342+3.0% |
| Admin fee / account holder | $754 | $12,556-94.0% | $10,800-93.0% | $12,312-93.9% |