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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 | $117,767 | $175,231-32.8% | $149,696-21.3% | $139,466-15.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.51% | 166.77%-155.3pp | 134.46%-122.9pp | 373.66%-362.1pp |
| Employer contribution / active EE | $2,682 | $5,478-51.0% | $4,821-44.4% | $4,754-43.6% |
| Participant deferral / active EE | $6,478 | $6,521-0.7% | $5,682+14.0% | $6,712-3.5% |
| Admin fee / account holder | $1,286 | $16,155-92.0% | $13,212-90.3% | $11,409-88.7% |