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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 | $99,733 | $175,231-43.1% | $149,696-33.4% | $139,466-28.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.03% | 166.77%-150.7pp | 134.46%-118.4pp | 373.66%-357.6pp |
| Employer contribution / active EE | $8,918 | $5,478+62.8% | $4,821+85.0% | $4,754+87.6% |
| Participant deferral / active EE | $8,173 | $6,521+25.3% | $5,682+43.8% | $6,712+21.8% |
| Admin fee / account holder | $1,026 | $16,155-93.6% | $13,212-92.2% | $11,409-91.0% |