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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 | $80,896 | $144,130-43.9% | $117,861-31.4% | $147,586-45.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.58% | 531.20%-514.6pp | 335.11%-318.5pp | 578.59%-562.0pp |
| Employer contribution / active EE | $9,607 | $4,897+96.2% | $3,786+153.7% | $4,876+97.0% |
| Participant deferral / active EE | $7,912 | $5,316+48.8% | $4,482+76.5% | $5,439+45.5% |
| Admin fee / account holder | $7,839 | $10,887-28.0% | $8,021-2.3% | $10,886-28.0% |