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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 | $116,749 | $175,231-33.4% | $149,696-22.0% | $139,466-16.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.76% | 166.77%-148.0pp | 134.46%-115.7pp | 373.66%-354.9pp |
| Employer contribution / active EE | $6,368 | $5,478+16.2% | $4,821+32.1% | $4,754+33.9% |
| Participant deferral / active EE | $11,253 | $6,521+72.6% | $5,682+98.0% | $6,712+67.7% |
| Admin fee / account holder | $1,342 | $16,155-91.7% | $13,212-89.8% | $11,409-88.2% |