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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 | $120,035 | $175,231-31.5% | $149,696-19.8% | $139,466-13.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.09% | 166.77%-155.7pp | 134.46%-123.4pp | 373.66%-362.6pp |
| Employer contribution / active EE | $13,428 | $5,478+145.1% | $4,821+178.5% | $4,754+182.5% |
| Participant deferral / active EE | $14,770 | $6,521+126.5% | $5,682+159.9% | $6,712+120.1% |
| Admin fee / account holder | $880 | $16,155-94.6% | $13,212-93.3% | $11,409-92.3% |