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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 | $157,824 | $175,231-9.9% | $149,696+5.4% | $139,466+13.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.58% | 166.77%-149.2pp | 134.46%-116.9pp | 373.66%-356.1pp |
| Employer contribution / active EE | $2,516 | $5,478-54.1% | $4,821-47.8% | $4,754-47.1% |
| Participant deferral / active EE | $3,321 | $6,521-49.1% | $5,682-41.6% | $6,712-50.5% |
| Admin fee / account holder | $2,613 | $16,155-83.8% | $13,212-80.2% | $11,409-77.1% |