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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 | $133,405 | $175,257-23.9% | $149,717-10.9% | $139,456-4.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.57% | 166.70%-149.1pp | 134.41%-116.8pp | 373.45%-355.9pp |
| Employer contribution / active EE | $6,452 | $5,477+17.8% | $4,820+33.9% | $4,753+35.8% |
| Participant deferral / active EE | $6,875 | $6,521+5.4% | $5,682+21.0% | $6,711+2.4% |
| Admin fee / account holder | $3,349 | $16,156-79.3% | $13,213-74.7% | $11,407-70.6% |