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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 | $112,538 | $175,257-35.8% | $149,717-24.8% | $139,456-19.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.40% | 166.70%-150.3pp | 134.41%-118.0pp | 373.45%-357.0pp |
| Employer contribution / active EE | $9,993 | $5,477+82.5% | $4,820+107.3% | $4,753+110.3% |
| Participant deferral / active EE | $6,569 | $6,521+0.7% | $5,682+15.6% | $6,711-2.1% |
| Admin fee / account holder | $1,785 | $16,156-89.0% | $13,213-86.5% | $11,407-84.4% |