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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 | $92,248 | $176,105-47.6% | $159,474-42.2% | $167,536-44.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.44% | 331.91%-320.5pp | 263.68%-252.2pp | 478.82%-467.4pp |
| Employer contribution / active EE | $6,430 | $5,299+21.3% | $4,831+33.1% | $4,839+32.9% |
| Participant deferral / active EE | $13,949 | $7,751+80.0% | $7,353+89.7% | $6,342+119.9% |
| Admin fee / account holder | $1,418 | $12,559-88.7% | $10,802-86.9% | $12,315-88.5% |