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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 | $124,643 | $217,432-42.7% | $185,849-32.9% | $167,536-25.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.45% | 148.42%-138.0pp | 122.10%-111.6pp | 478.82%-468.4pp |
| Employer contribution / active EE | $9,960 | $5,875+69.5% | $5,169+92.7% | $4,839+105.8% |
| Participant deferral / active EE | $10,475 | $6,357+64.8% | $5,569+88.1% | $6,342+65.2% |
| Admin fee / account holder | $1,970 | $19,818-90.1% | $16,244-87.9% | $12,315-84.0% |