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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 | $158,250 | $162,529-2.6% | $130,788+21.0% | $154,746+2.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.40% | 510.48%-497.1pp | 386.44%-373.0pp | 172.34%-158.9pp |
| Employer contribution / active EE | $2,561 | $4,447-42.4% | $3,558-28.0% | $4,379-41.5% |
| Participant deferral / active EE | $7,118 | $4,808+48.0% | $4,137+72.0% | $6,730+5.8% |
| Admin fee / account holder | $9,197 | $7,669+19.9% | $6,673+37.8% | $14,365-36.0% |