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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 | $131,359 | $175,231-25.0% | $149,696-12.2% | $139,466-5.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.32% | 166.77%-154.4pp | 134.46%-122.1pp | 373.66%-361.3pp |
| Employer contribution / active EE | $12,198 | $5,478+122.7% | $4,821+153.0% | $4,754+156.6% |
| Participant deferral / active EE | $9,000 | $6,521+38.0% | $5,682+58.4% | $6,712+34.1% |
| Admin fee / account holder | $1,001 | $16,155-93.8% | $13,212-92.4% | $11,409-91.2% |