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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 | $121,773 | $175,259-30.5% | $149,723-18.7% | $139,487-12.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.54% | 166.82%-142.3pp | 134.50%-110.0pp | 373.84%-349.3pp |
| Employer contribution / active EE | $7,519 | $5,478+37.3% | $4,821+56.0% | $4,755+58.1% |
| Participant deferral / active EE | $9,969 | $6,522+52.9% | $5,682+75.4% | $6,713+48.5% |
| Admin fee / account holder | $958 | $16,158-94.1% | $13,215-92.8% | $11,407-91.6% |