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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 | $114,787 | $175,259-34.5% | $149,723-23.3% | $139,487-17.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.17% | 166.82%-151.7pp | 134.50%-119.3pp | 373.84%-358.7pp |
| Employer contribution / active EE | $10,090 | $5,478+84.2% | $4,821+109.3% | $4,755+112.2% |
| Participant deferral / active EE | $6,290 | $6,522-3.5% | $5,682+10.7% | $6,713-6.3% |
| Admin fee / account holder | $751 | $16,158-95.4% | $13,215-94.3% | $11,407-93.4% |