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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 | $133,466 | $183,592-27.3% | $155,567-14.2% | $145,959-8.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.15% | 61.24%-51.1pp | 64.74%-54.6pp | 561.95%-551.8pp |
| Employer contribution / active EE | $3,865 | $5,315-27.3% | $4,674-17.3% | $4,661-17.1% |
| Participant deferral / active EE | $8,953 | $6,464+38.5% | $5,628+59.1% | $6,689+33.9% |
| Admin fee / account holder | $2,685 | $19,318-86.1% | $15,916-83.1% | $13,398-80.0% |