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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 | $175,259-23.9% | $149,723-10.9% | $139,487-4.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.57% | 166.82%-149.3pp | 134.50%-116.9pp | 373.84%-356.3pp |
| Employer contribution / active EE | $6,452 | $5,478+17.8% | $4,821+33.8% | $4,755+35.7% |
| Participant deferral / active EE | $6,875 | $6,522+5.4% | $5,682+21.0% | $6,713+2.4% |
| Admin fee / account holder | $3,349 | $16,158-79.3% | $13,215-74.7% | $11,407-70.6% |