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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 | $96,577 | $183,592-47.4% | $155,567-37.9% | $145,959-33.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.91% | 61.24%-50.3pp | 64.74%-53.8pp | 561.95%-551.0pp |
| Employer contribution / active EE | $8,494 | $5,315+59.8% | $4,674+81.7% | $4,661+82.2% |
| Participant deferral / active EE | $9,679 | $6,464+49.7% | $5,628+72.0% | $6,689+44.7% |
| Admin fee / account holder | $367 | $19,318-98.1% | $15,916-97.7% | $13,398-97.3% |