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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 | $109,325 | $217,432-49.7% | $185,851-41.2% | $167,553-34.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.32% | 148.43%-135.1pp | 122.11%-108.8pp | 478.89%-465.6pp |
| Employer contribution / active EE | $6,360 | $5,874+8.3% | $5,168+23.1% | $4,840+31.4% |
| Participant deferral / active EE | $9,877 | $6,357+55.4% | $5,569+77.4% | $6,343+55.7% |
| Admin fee / account holder | $1,665 | $19,820-91.6% | $16,245-89.7% | $12,316-86.5% |