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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 | $114,697 | $175,231-34.5% | $149,696-23.4% | $139,466-17.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.81% | 166.77%-149.0pp | 134.46%-116.6pp | 373.66%-355.8pp |
| Employer contribution / active EE | $10,069 | $5,478+83.8% | $4,821+108.9% | $4,754+111.8% |
| Participant deferral / active EE | $7,142 | $6,521+9.5% | $5,682+25.7% | $6,712+6.4% |
| Admin fee / account holder | $1,583 | $16,155-90.2% | $13,212-88.0% | $11,409-86.1% |