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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 | $123,073 | $175,259-29.8% | $149,723-17.8% | $139,487-11.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.84% | 166.82%-154.0pp | 134.50%-121.7pp | 373.84%-361.0pp |
| Employer contribution / active EE | $5,976 | $5,478+9.1% | $4,821+24.0% | $4,755+25.7% |
| Participant deferral / active EE | $9,391 | $6,522+44.0% | $5,682+65.3% | $6,713+39.9% |
| Admin fee / account holder | $2,191 | $16,158-86.4% | $13,215-83.4% | $11,407-80.8% |