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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 | $124,810 | $209,888-40.5% | $189,545-34.2% | $167,553-25.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.05% | 748.66%-733.6pp | 555.36%-540.3pp | 478.89%-463.8pp |
| Employer contribution / active EE | $8,773 | $6,915+26.9% | $6,162+42.4% | $4,840+81.3% |
| Participant deferral / active EE | $9,282 | $8,934+3.9% | $8,220+12.9% | $6,343+46.3% |
| Admin fee / account holder | $5,163 | $14,300-63.9% | $12,049-57.2% | $12,316-58.1% |