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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 | $179,743 | $129,737+38.5% | $119,126+50.9% | $154,746+16.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 12.09% | 379.08%-367.0pp | 282.11%-270.0pp | 172.34%-160.3pp |
| Employer contribution / active EE | $7,464 | $4,375+70.6% | $4,034+85.1% | $4,379+70.5% |
| Participant deferral / active EE | $10,631 | $5,842+82.0% | $5,318+99.9% | $6,730+58.0% |
| Admin fee / account holder | $465 | $11,961-96.1% | $10,693-95.7% | $14,365-96.8% |