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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 | $142,665 | $183,988-22.5% | $162,177-12.0% | $152,897-6.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.83% | 150.79%-127.0pp | 115.60%-91.8pp | 345.43%-321.6pp |
| Employer contribution / active EE | $4,164 | $6,370-34.6% | $5,613-25.8% | $4,764-12.6% |
| Participant deferral / active EE | $7,326 | $8,032-8.8% | $7,297+0.4% | $5,851+25.2% |
| Admin fee / account holder | $5,951 | $13,123-54.6% | $10,843-45.1% | $11,599-48.7% |