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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 | $123,245 | $175,231-29.7% | $149,696-17.7% | $139,466-11.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.43% | 166.77%-153.3pp | 134.46%-121.0pp | 373.66%-360.2pp |
| Employer contribution / active EE | $1,270 | $5,478-76.8% | $4,821-73.7% | $4,754-73.3% |
| Participant deferral / active EE | $13,125 | $6,521+101.3% | $5,682+131.0% | $6,712+95.5% |
| Admin fee / account holder | $4,440 | $16,155-72.5% | $13,212-66.4% | $11,409-61.1% |