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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 | $119,127 | $160,028-25.6% | $147,080-19.0% | $145,884-18.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.34% | 98.60%-87.3pp | 420.17%-408.8pp | 551.85%-540.5pp |
| Employer contribution / active EE | $8,041 | $5,286+52.1% | $4,933+63.0% | $4,662+72.5% |
| Participant deferral / active EE | $12,907 | $8,422+53.3% | $8,066+60.0% | $6,690+92.9% |
| Admin fee / account holder | $1,047 | $15,030-93.0% | $12,989-91.9% | $13,392-92.2% |