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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 | $118,141 | $176,120-32.9% | $159,487-25.9% | $167,553-29.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.18% | 331.95%-320.8pp | 263.71%-252.5pp | 478.89%-467.7pp |
| Employer contribution / active EE | $9,856 | $5,299+86.0% | $4,831+104.0% | $4,840+103.6% |
| Participant deferral / active EE | $9,398 | $7,752+21.2% | $7,354+27.8% | $6,343+48.2% |
| Admin fee / account holder | $1,318 | $12,561-89.5% | $10,804-87.8% | $12,316-89.3% |