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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 | $73,930 | $175,231-57.8% | $149,696-50.6% | $139,466-47.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.46% | 166.77%-147.3pp | 134.46%-115.0pp | 373.66%-354.2pp |
| Employer contribution / active EE | $12,351 | $5,478+125.5% | $4,821+156.2% | $4,754+159.8% |
| Participant deferral / active EE | $9,797 | $6,521+50.2% | $5,682+72.4% | $6,712+46.0% |
| Admin fee / account holder | $2,091 | $16,155-87.1% | $13,212-84.2% | $11,409-81.7% |