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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 | $133,861 | $175,231-23.6% | $149,696-10.6% | $139,466-4.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.34% | 166.77%-149.4pp | 134.46%-117.1pp | 373.66%-356.3pp |
| Employer contribution / active EE | $14,417 | $5,478+163.2% | $4,821+199.1% | $4,754+203.3% |
| Participant deferral / active EE | $11,022 | $6,521+69.0% | $5,682+94.0% | $6,712+64.2% |
| Admin fee / account holder | $1,225 | $16,155-92.4% | $13,212-90.7% | $11,409-89.3% |