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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 | $136,052 | $175,231-22.4% | $149,696-9.1% | $139,466-2.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.90% | 166.77%-142.9pp | 134.46%-110.6pp | 373.66%-349.8pp |
| Employer contribution / active EE | $10,203 | $5,478+86.3% | $4,821+111.6% | $4,754+114.6% |
| Participant deferral / active EE | $3,879 | $6,521-40.5% | $5,682-31.7% | $6,712-42.2% |
| Admin fee / account holder | $5,586 | $16,155-65.4% | $13,212-57.7% | $11,409-51.0% |