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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 | $134,334 | $175,259-23.4% | $149,723-10.3% | $139,487-3.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.17% | 166.82%-147.7pp | 134.50%-115.3pp | 373.84%-354.7pp |
| Employer contribution / active EE | $7,417 | $5,478+35.4% | $4,821+53.8% | $4,755+56.0% |
| Participant deferral / active EE | $10,738 | $6,522+64.6% | $5,682+89.0% | $6,713+60.0% |
| Admin fee / account holder | $5,826 | $16,158-63.9% | $13,215-55.9% | $11,407-48.9% |