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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 | $157,874 | $183,988-14.2% | $162,177-2.7% | $152,897+3.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 25.00% | 150.79%-125.8pp | 115.60%-90.6pp | 345.43%-320.4pp |
| Employer contribution / active EE | $1,479 | $6,370-76.8% | $5,613-73.7% | $4,764-69.0% |
| Participant deferral / active EE | $4,363 | $8,032-45.7% | $7,297-40.2% | $5,851-25.4% |
| Admin fee / account holder | $790 | $13,123-94.0% | $10,843-92.7% | $11,599-93.2% |