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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 | $157,168 | $175,259-10.3% | $149,723+5.0% | $139,487+12.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.90% | 166.82%-153.9pp | 134.50%-121.6pp | 373.84%-360.9pp |
| Employer contribution / active EE | $8,224 | $5,478+50.1% | $4,821+70.6% | $4,755+73.0% |
| Participant deferral / active EE | $6,914 | $6,522+6.0% | $5,682+21.7% | $6,713+3.0% |
| Admin fee / account holder | $4,990 | $16,158-69.1% | $13,215-62.2% | $11,407-56.3% |