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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 | $121,725 | $217,427-44.0% | $185,837-34.5% | $167,518-27.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.86% | 148.39%-136.5pp | 122.08%-110.2pp | 478.71%-466.8pp |
| Employer contribution / active EE | $10,366 | $5,874+76.5% | $5,168+100.6% | $4,838+114.2% |
| Participant deferral / active EE | $16,667 | $6,357+162.2% | $5,568+199.3% | $6,342+162.8% |
| Admin fee / account holder | $1,355 | $19,816-93.2% | $16,241-91.7% | $12,312-89.0% |