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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 | $171,531 | $175,231-2.1% | $149,696+14.6% | $139,466+23.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.72% | 166.77%-152.0pp | 134.46%-119.7pp | 373.66%-358.9pp |
| Employer contribution / active EE | $2,232 | $5,478-59.2% | $4,821-53.7% | $4,754-53.0% |
| Participant deferral / active EE | $9,712 | $6,521+48.9% | $5,682+70.9% | $6,712+44.7% |
| Admin fee / account holder | $7,863 | $16,155-51.3% | $13,212-40.5% | $11,409-31.1% |