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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 | $135,373 | $160,040-15.4% | $147,096-8.0% | $145,877-7.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.25% | 98.49%-84.2pp | 419.75%-405.5pp | 551.28%-537.0pp |
| Employer contribution / active EE | $3,416 | $5,289-35.4% | $4,936-30.8% | $4,663-26.7% |
| Participant deferral / active EE | $16,278 | $8,429+93.1% | $8,071+101.7% | $6,691+143.3% |
| Admin fee / account holder | $1,922 | $15,050-87.2% | $13,005-85.2% | $13,402-85.7% |