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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 | $133,532 | $162,529-17.8% | $130,788+2.1% | $154,746-13.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.90% | 510.48%-496.6pp | 386.44%-372.5pp | 172.34%-158.4pp |
| Employer contribution / active EE | $6,479 | $4,447+45.7% | $3,558+82.1% | $4,379+48.0% |
| Participant deferral / active EE | $3,083 | $4,808-35.9% | $4,137-25.5% | $6,730-54.2% |
| Admin fee / account holder | $3,000 | $7,669-60.9% | $6,673-55.0% | $14,365-79.1% |