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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 | $143,554 | $175,259-18.1% | $149,723-4.1% | $139,487+2.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.54% | 166.82%-152.3pp | 134.50%-120.0pp | 373.84%-359.3pp |
| Employer contribution / active EE | $4,531 | $5,478-17.3% | $4,821-6.0% | $4,755-4.7% |
| Participant deferral / active EE | $12,543 | $6,522+92.3% | $5,682+120.7% | $6,713+86.9% |
| Admin fee / account holder | $1,750 | $16,158-89.2% | $13,215-86.8% | $11,407-84.7% |