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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 | $130,583 | $175,259-25.5% | $149,723-12.8% | $139,487-6.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 30.90% | 166.82%-135.9pp | 134.50%-103.6pp | 373.84%-342.9pp |
| Employer contribution / active EE | $2,313 | $5,478-57.8% | $4,821-52.0% | $4,755-51.4% |
| Participant deferral / active EE | $4,211 | $6,522-35.4% | $5,682-25.9% | $6,713-37.3% |
| Admin fee / account holder | $2,002 | $16,158-87.6% | $13,215-84.9% | $11,407-82.5% |