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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 | $116,355 | $209,422-44.4% | $178,503-34.8% | $158,982-26.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.62% | 188.81%-175.2pp | 151.12%-137.5pp | 302.99%-289.4pp |
| Employer contribution / active EE | $11,454 | $5,707+100.7% | $5,011+128.6% | $4,763+140.5% |
| Participant deferral / active EE | $7,360 | $5,955+23.6% | $5,202+41.5% | $5,983+23.0% |
| Admin fee / account holder | $3,555 | $17,079-79.2% | $13,987-74.6% | $11,252-68.4% |