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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 | $80,196 | $217,432-63.1% | $185,849-56.8% | $167,536-52.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.20% | 148.42%-135.2pp | 122.10%-108.9pp | 478.82%-465.6pp |
| Employer contribution / active EE | $9,060 | $5,875+54.2% | $5,169+75.3% | $4,839+87.2% |
| Participant deferral / active EE | $6,978 | $6,357+9.8% | $5,569+25.3% | $6,342+10.0% |
| Admin fee / account holder | $5,308 | $19,818-73.2% | $16,244-67.3% | $12,315-56.9% |