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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 | $106,527 | $176,105-39.5% | $159,474-33.2% | $167,536-36.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.38% | 331.91%-313.5pp | 263.68%-245.3pp | 478.82%-460.4pp |
| Employer contribution / active EE | $11,910 | $5,299+124.8% | $4,831+146.6% | $4,839+146.1% |
| Participant deferral / active EE | $13,111 | $7,751+69.1% | $7,353+78.3% | $6,342+106.7% |
| Admin fee / account holder | $1,810 | $12,559-85.6% | $10,802-83.2% | $12,315-85.3% |