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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 | $114,244 | $209,422-45.4% | $178,503-36.0% | $158,982-28.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.00% | 188.81%-175.8pp | 151.12%-138.1pp | 302.99%-290.0pp |
| Employer contribution / active EE | $9,255 | $5,707+62.2% | $5,011+84.7% | $4,763+94.3% |
| Participant deferral / active EE | $5,472 | $5,955-8.1% | $5,202+5.2% | $5,983-8.6% |
| Admin fee / account holder | $17,805 | $17,079+4.3% | $13,987+27.3% | $11,252+58.2% |