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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 | $99,674 | $217,432-54.2% | $185,851-46.4% | $167,553-40.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.33% | 148.43%-136.1pp | 122.11%-109.8pp | 478.89%-466.6pp |
| Employer contribution / active EE | $7,347 | $5,874+25.1% | $5,168+42.2% | $4,840+51.8% |
| Participant deferral / active EE | $6,392 | $6,357+0.5% | $5,569+14.8% | $6,343+0.8% |
| Admin fee / account holder | $13,194 | $19,820-33.4% | $16,245-18.8% | $12,316+7.1% |