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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 | $131,411 | $175,259-25.0% | $149,723-12.2% | $139,487-5.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.10% | 166.82%-150.7pp | 134.50%-118.4pp | 373.84%-357.7pp |
| Employer contribution / active EE | $10,197 | $5,478+86.1% | $4,821+111.5% | $4,755+114.5% |
| Participant deferral / active EE | $7,361 | $6,522+12.9% | $5,682+29.5% | $6,713+9.7% |
| Admin fee / account holder | $5,712 | $16,158-64.6% | $13,215-56.8% | $11,407-49.9% |