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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 | $148,025 | $175,257-15.5% | $149,717-1.1% | $139,456+6.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.08% | 166.70%-153.6pp | 134.41%-121.3pp | 373.45%-360.4pp |
| Employer contribution / active EE | $12,971 | $5,477+136.9% | $4,820+169.1% | $4,753+172.9% |
| Participant deferral / active EE | $6,748 | $6,521+3.5% | $5,682+18.8% | $6,711+0.5% |
| Admin fee / account holder | $2,641 | $16,156-83.7% | $13,213-80.0% | $11,407-76.8% |