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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 | $105,700 | $175,259-39.7% | $149,723-29.4% | $139,487-24.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.71% | 166.82%-152.1pp | 134.50%-119.8pp | 373.84%-359.1pp |
| Employer contribution / active EE | $8,681 | $5,478+58.5% | $4,821+80.1% | $4,755+82.6% |
| Participant deferral / active EE | $7,772 | $6,522+19.2% | $5,682+36.8% | $6,713+15.8% |
| Admin fee / account holder | $3,266 | $16,158-79.8% | $13,215-75.3% | $11,407-71.4% |