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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 | $125,709 | $144,124-12.8% | $117,857+6.7% | $147,585-14.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.37% | 531.17%-514.8pp | 335.09%-318.7pp | 578.57%-562.2pp |
| Employer contribution / active EE | $2,020 | $4,897-58.7% | $3,786-46.6% | $4,876-58.6% |
| Participant deferral / active EE | $8,492 | $5,316+59.7% | $4,482+89.5% | $5,439+56.1% |
| Admin fee / account holder | $2,133 | $10,886-80.4% | $8,020-73.4% | $10,885-80.4% |