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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 | $136,585 | $217,432-37.2% | $185,851-26.5% | $167,553-18.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.76% | 148.43%-136.7pp | 122.11%-110.4pp | 478.89%-467.1pp |
| Employer contribution / active EE | $6,597 | $5,874+12.3% | $5,168+27.6% | $4,840+36.3% |
| Participant deferral / active EE | $15,649 | $6,357+146.2% | $5,569+181.0% | $6,343+146.7% |
| Admin fee / account holder | $2,372 | $19,820-88.0% | $16,245-85.4% | $12,316-80.7% |