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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 | $137,408 | $175,259-21.6% | $149,723-8.2% | $139,487-1.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.54% | 166.82%-148.3pp | 134.50%-116.0pp | 373.84%-355.3pp |
| Employer contribution / active EE | $8,078 | $5,478+47.5% | $4,821+67.5% | $4,755+69.9% |
| Participant deferral / active EE | $9,327 | $6,522+43.0% | $5,682+64.1% | $6,713+38.9% |
| Admin fee / account holder | $5,095 | $16,158-68.5% | $13,215-61.4% | $11,407-55.3% |