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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 | $149,509 | $217,432-31.2% | $185,849-19.6% | $167,536-10.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.83% | 148.42%-137.6pp | 122.10%-111.3pp | 478.82%-468.0pp |
| Employer contribution / active EE | $2,817 | $5,875-52.0% | $5,169-45.5% | $4,839-41.8% |
| Participant deferral / active EE | $4,875 | $6,357-23.3% | $5,569-12.5% | $6,342-23.1% |
| Admin fee / account holder | $414 | $19,818-97.9% | $16,244-97.5% | $12,315-96.6% |