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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 | $136,414 | $175,231-22.2% | $149,696-8.9% | $139,466-2.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.79% | 166.77%-151.0pp | 134.46%-118.7pp | 373.66%-357.9pp |
| Employer contribution / active EE | $1,452 | $5,478-73.5% | $4,821-69.9% | $4,754-69.5% |
| Participant deferral / active EE | $7,207 | $6,521+10.5% | $5,682+26.8% | $6,712+7.4% |
| Admin fee / account holder | $3,861 | $16,155-76.1% | $13,212-70.8% | $11,409-66.2% |