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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 | $159,686 | $175,231-8.9% | $149,696+6.7% | $139,466+14.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 36.44% | 166.77%-130.3pp | 134.46%-98.0pp | 373.66%-337.2pp |
| Employer contribution / active EE | $3,931 | $5,478-28.2% | $4,821-18.5% | $4,754-17.3% |
| Participant deferral / active EE | $3,432 | $6,521-47.4% | $5,682-39.6% | $6,712-48.9% |
| Admin fee / account holder | $217,916 | $16,155+1248.9% | $13,212+1549.4% | $11,409+1810.1% |