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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 | $114,395 | $217,427-47.4% | $185,837-38.4% | $167,518-31.7% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 11.67% | 148.39%-136.7pp | 122.08%-110.4pp | 478.71%-467.0pp |
| Employer contribution / active EE | $12,818 | $5,874+118.2% | $5,168+148.0% | $4,838+164.9% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,342 | $19,816-93.2% | $16,241-91.7% | $12,312-89.1% |