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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 | $98,392 | $217,432-54.7% | $185,851-47.1% | $167,553-41.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.36% | 148.43%-134.1pp | 122.11%-107.7pp | 478.89%-464.5pp |
| Employer contribution / active EE | $11,884 | $5,874+102.3% | $5,168+129.9% | $4,840+145.5% |
| Participant deferral / active EE | $10,185 | $6,357+60.2% | $5,569+82.9% | $6,343+60.6% |
| Admin fee / account holder | $737 | $19,820-96.3% | $16,245-95.5% | $12,316-94.0% |