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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 | $106,327 | $175,259-39.3% | $149,723-29.0% | $139,487-23.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.29% | 166.82%-148.5pp | 134.50%-116.2pp | 373.84%-355.6pp |
| Employer contribution / active EE | $9,493 | $5,478+73.3% | $4,821+96.9% | $4,755+99.7% |
| Participant deferral / active EE | $7,522 | $6,522+15.3% | $5,682+32.4% | $6,713+12.1% |
| Admin fee / account holder | $566 | $16,158-96.5% | $13,215-95.7% | $11,407-95.0% |