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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 | $115,302 | $175,257-34.2% | $149,717-23.0% | $139,456-17.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.02% | 166.70%-148.7pp | 134.41%-116.4pp | 373.45%-355.4pp |
| Employer contribution / active EE | $17,415 | $5,477+218.0% | $4,820+261.3% | $4,753+266.4% |
| Participant deferral / active EE | $11,250 | $6,521+72.5% | $5,682+98.0% | $6,711+67.6% |
| Admin fee / account holder | $2,965 | $16,156-81.6% | $13,213-77.6% | $11,407-74.0% |