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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 | $155,352 | $175,259-11.4% | $149,723+3.8% | $139,487+11.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 40.98% | 166.82%-125.8pp | 134.50%-93.5pp | 373.84%-332.9pp |
| Employer contribution / active EE | $3,845 | $5,478-29.8% | $4,821-20.2% | $4,755-19.1% |
| Participant deferral / active EE | $6,095 | $6,522-6.5% | $5,682+7.3% | $6,713-9.2% |
| Admin fee / account holder | $3,040 | $16,158-81.2% | $13,215-77.0% | $11,407-73.4% |