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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 | $137,680 | $175,231-21.4% | $149,696-8.0% | $139,466-1.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.95% | 166.77%-147.8pp | 134.46%-115.5pp | 373.66%-354.7pp |
| Employer contribution / active EE | $10,927 | $5,478+99.5% | $4,821+126.7% | $4,754+129.9% |
| Participant deferral / active EE | $9,533 | $6,521+46.2% | $5,682+67.8% | $6,712+42.0% |
| Admin fee / account holder | $11,177 | $16,155-30.8% | $13,212-15.4% | $11,409-2.0% |