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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 | $186,234 | $175,259+6.3% | $149,723+24.4% | $139,487+33.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.64% | 166.82%-155.2pp | 134.50%-122.9pp | 373.84%-362.2pp |
| Employer contribution / active EE | $1,742 | $5,478-68.2% | $4,821-63.9% | $4,755-63.4% |
| Participant deferral / active EE | $2,955 | $6,522-54.7% | $5,682-48.0% | $6,713-56.0% |
| Admin fee / account holder | $3,520 | $16,158-78.2% | $13,215-73.4% | $11,407-69.1% |