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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 | $172,523 | $209,847-17.8% | $189,520-9.0% | $167,518+3.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.38% | 748.45%-731.1pp | 555.25%-537.9pp | 478.71%-461.3pp |
| Employer contribution / active EE | $3,089 | $6,913-55.3% | $6,161-49.9% | $4,838-36.2% |
| Participant deferral / active EE | $6,464 | $8,934-27.6% | $8,220-21.4% | $6,342+1.9% |
| Admin fee / account holder | $3,723 | $14,295-74.0% | $12,046-69.1% | $12,312-69.8% |