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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 | $129,699 | $217,432-40.3% | $185,851-30.2% | $167,553-22.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.26% | 148.43%-139.2pp | 122.11%-112.8pp | 478.89%-469.6pp |
| Employer contribution / active EE | $10,799 | $5,874+83.8% | $5,168+108.9% | $4,840+123.1% |
| Participant deferral / active EE | $6,500 | $6,357+2.2% | $5,569+16.7% | $6,343+2.5% |
| Admin fee / account holder | $359 | $19,820-98.2% | $16,245-97.8% | $12,316-97.1% |