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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 | $140,460 | $175,231-19.8% | $149,696-6.2% | $139,466+0.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.96% | 166.77%-146.8pp | 134.46%-114.5pp | 373.66%-353.7pp |
| Employer contribution / active EE | $3,281 | $5,478-40.1% | $4,821-31.9% | $4,754-31.0% |
| Participant deferral / active EE | $9,024 | $6,521+38.4% | $5,682+58.8% | $6,712+34.5% |
| Admin fee / account holder | $1,708 | $16,155-89.4% | $13,212-87.1% | $11,409-85.0% |