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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 | $156,239 | $175,231-10.8% | $149,696+4.4% | $139,466+12.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.04% | 166.77%-147.7pp | 134.46%-115.4pp | 373.66%-354.6pp |
| Employer contribution / active EE | $8,150 | $5,478+48.8% | $4,821+69.0% | $4,754+71.4% |
| Participant deferral / active EE | $5,771 | $6,521-11.5% | $5,682+1.6% | $6,712-14.0% |
| Admin fee / account holder | $4,172 | $16,155-74.2% | $13,212-68.4% | $11,409-63.4% |