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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 | $144,674 | $175,257-17.5% | $149,717-3.4% | $139,456+3.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.86% | 166.70%-153.8pp | 134.41%-121.6pp | 373.45%-360.6pp |
| Employer contribution / active EE | $3,269 | $5,477-40.3% | $4,820-32.2% | $4,753-31.2% |
| Participant deferral / active EE | $4,873 | $6,521-25.3% | $5,682-14.2% | $6,711-27.4% |
| Admin fee / account holder | $2,640 | $16,156-83.7% | $13,213-80.0% | $11,407-76.9% |