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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 | $116,582 | $209,422-44.3% | $178,503-34.7% | $158,982-26.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.29% | 188.81%-178.5pp | 151.12%-140.8pp | 302.99%-292.7pp |
| Employer contribution / active EE | $9,405 | $5,707+64.8% | $5,011+87.7% | $4,763+97.5% |
| Participant deferral / active EE | $12,125 | $5,955+103.6% | $5,202+133.1% | $5,983+102.6% |
| Admin fee / account holder | $1,414 | $17,079-91.7% | $13,987-89.9% | $11,252-87.4% |