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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 | $123,798 | $209,428-40.9% | $178,498-30.6% | $158,950-22.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.15% | 188.78%-175.6pp | 151.09%-137.9pp | 302.91%-289.8pp |
| Employer contribution / active EE | $10,758 | $5,707+88.5% | $5,011+114.7% | $4,762+125.9% |
| Participant deferral / active EE | $4,740 | $5,955-20.4% | $5,202-8.9% | $5,983-20.8% |
| Admin fee / account holder | $4,962 | $17,077-70.9% | $13,985-64.5% | $11,248-55.9% |