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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 | $130,067 | $209,428-37.9% | $178,498-27.1% | $158,950-18.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.83% | 188.78%-182.0pp | 151.09%-144.3pp | 302.91%-296.1pp |
| Employer contribution / active EE | $11,094 | $5,707+94.4% | $5,011+121.4% | $4,762+133.0% |
| Participant deferral / active EE | $11,400 | $5,955+91.4% | $5,202+119.1% | $5,983+90.5% |
| Admin fee / account holder | $4,031 | $17,077-76.4% | $13,985-71.2% | $11,248-64.2% |