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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 | $106,613 | $217,432-51.0% | $185,851-42.6% | $167,553-36.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.91% | 148.43%-136.5pp | 122.11%-110.2pp | 478.89%-467.0pp |
| Employer contribution / active EE | $13,869 | $5,874+136.1% | $5,168+168.3% | $4,840+186.6% |
| Participant deferral / active EE | $8,823 | $6,357+38.8% | $5,569+58.4% | $6,343+39.1% |
| Admin fee / account holder | $7,757 | $19,820-60.9% | $16,245-52.2% | $12,316-37.0% |