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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 | $133,151 | $175,231-24.0% | $149,696-11.1% | $139,466-4.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.39% | 166.77%-155.4pp | 134.46%-123.1pp | 373.66%-362.3pp |
| Employer contribution / active EE | $8,952 | $5,478+63.4% | $4,821+85.7% | $4,754+88.3% |
| Participant deferral / active EE | $10,790 | $6,521+65.5% | $5,682+89.9% | $6,712+60.8% |
| Admin fee / account holder | $13,007 | $16,155-19.5% | $13,212-1.5% | $11,409+14.0% |