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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 | $107,731 | $175,257-38.5% | $149,717-28.0% | $139,456-22.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.89% | 166.70%-149.8pp | 134.41%-117.5pp | 373.45%-356.6pp |
| Employer contribution / active EE | $10,846 | $5,477+98.0% | $4,820+125.0% | $4,753+128.2% |
| Participant deferral / active EE | $9,180 | $6,521+40.8% | $5,682+61.6% | $6,711+36.8% |
| Admin fee / account holder | $911 | $16,156-94.4% | $13,213-93.1% | $11,407-92.0% |