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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 | $107,465 | $183,539-41.4% | $155,556-30.9% | $145,897-26.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.93% | 61.31%-51.4pp | 64.84%-54.9pp | 552.29%-542.4pp |
| Employer contribution / active EE | $11,826 | $5,315+122.5% | $4,675+152.9% | $4,663+153.6% |
| Participant deferral / active EE | $9,215 | $6,467+42.5% | $5,631+63.6% | $6,689+37.8% |
| Admin fee / account holder | $785 | $19,275-95.9% | $15,885-95.1% | $13,390-94.1% |