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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 | $92,081 | $175,231-47.5% | $149,696-38.5% | $139,466-34.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.63% | 166.77%-147.1pp | 134.46%-114.8pp | 373.66%-354.0pp |
| Employer contribution / active EE | $9,738 | $5,478+77.8% | $4,821+102.0% | $4,754+104.8% |
| Participant deferral / active EE | $5,337 | $6,521-18.2% | $5,682-6.1% | $6,712-20.5% |
| Admin fee / account holder | $1,215 | $16,155-92.5% | $13,212-90.8% | $11,409-89.3% |