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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 | $120,606 | $175,257-31.2% | $149,717-19.4% | $139,456-13.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.41% | 166.70%-151.3pp | 134.41%-119.0pp | 373.45%-358.0pp |
| Employer contribution / active EE | $6,734 | $5,477+23.0% | $4,820+39.7% | $4,753+41.7% |
| Participant deferral / active EE | $8,705 | $6,521+33.5% | $5,682+53.2% | $6,711+29.7% |
| Admin fee / account holder | $6,882 | $16,156-57.4% | $13,213-47.9% | $11,407-39.7% |