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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 | $175,212-21.6% | $149,682-8.2% | $139,427-1.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.54% | 166.63%-148.1pp | 134.35%-115.8pp | 373.27%-354.7pp |
| Employer contribution / active EE | $8,078 | $5,475+47.5% | $4,818+67.6% | $4,752+70.0% |
| Participant deferral / active EE | $9,327 | $6,520+43.1% | $5,681+64.2% | $6,711+39.0% |
| Admin fee / account holder | $5,095 | $16,150-68.5% | $13,210-61.4% | $11,404-55.3% |