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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 | $161,709 | $217,432-25.6% | $185,849-13.0% | $167,536-3.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.85% | 148.42%-134.6pp | 122.10%-108.2pp | 478.82%-465.0pp |
| Employer contribution / active EE | $7,616 | $5,875+29.6% | $5,169+47.4% | $4,839+57.4% |
| Participant deferral / active EE | $4,442 | $6,357-30.1% | $5,569-20.2% | $6,342-30.0% |
| Admin fee / account holder | $15,449 | $19,818-22.0% | $16,244-4.9% | $12,315+25.5% |