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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 | $171,699 | $175,259-2.0% | $149,723+14.7% | $139,487+23.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.55% | 166.82%-149.3pp | 134.50%-116.9pp | 373.84%-356.3pp |
| Employer contribution / active EE | $5,694 | $5,478+3.9% | $4,821+18.1% | $4,755+19.8% |
| Participant deferral / active EE | $15,846 | $6,522+143.0% | $5,682+178.9% | $6,713+136.1% |
| Admin fee / account holder | $1,025 | $16,158-93.7% | $13,215-92.2% | $11,407-91.0% |