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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 | $110,535 | $175,257-36.9% | $149,717-26.2% | $139,456-20.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.40% | 166.70%-151.3pp | 134.41%-119.0pp | 373.45%-358.0pp |
| Employer contribution / active EE | $11,931 | $5,477+117.9% | $4,820+147.6% | $4,753+151.0% |
| Participant deferral / active EE | $12,750 | $6,521+95.5% | $5,682+124.4% | $6,711+90.0% |
| Admin fee / account holder | $4,039 | $16,156-75.0% | $13,213-69.4% | $11,407-64.6% |