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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 | $125,343 | $175,257-28.5% | $149,717-16.3% | $139,456-10.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.28% | 166.70%-150.4pp | 134.41%-118.1pp | 373.45%-357.2pp |
| Employer contribution / active EE | $9,850 | $5,477+79.9% | $4,820+104.4% | $4,753+107.3% |
| Participant deferral / active EE | $13,082 | $6,521+100.6% | $5,682+130.3% | $6,711+94.9% |
| Admin fee / account holder | $657 | $16,156-95.9% | $13,213-95.0% | $11,407-94.2% |