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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 | $120,541 | $175,257-31.2% | $149,717-19.5% | $139,456-13.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.78% | 166.70%-150.9pp | 134.41%-118.6pp | 373.45%-357.7pp |
| Employer contribution / active EE | $4,870 | $5,477-11.1% | $4,820+1.0% | $4,753+2.5% |
| Participant deferral / active EE | $14,288 | $6,521+119.1% | $5,682+151.5% | $6,711+112.9% |
| Admin fee / account holder | $1,536 | $16,156-90.5% | $13,213-88.4% | $11,407-86.5% |