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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 | $175,231-38.5% | $149,696-28.0% | $139,466-22.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.89% | 166.77%-149.9pp | 134.46%-117.6pp | 373.66%-356.8pp |
| Employer contribution / active EE | $10,846 | $5,478+98.0% | $4,821+125.0% | $4,754+128.2% |
| Participant deferral / active EE | $9,180 | $6,521+40.8% | $5,682+61.6% | $6,712+36.8% |
| Admin fee / account holder | $911 | $16,155-94.4% | $13,212-93.1% | $11,409-92.0% |