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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 | $149,046 | $175,231-14.9% | $149,696-0.4% | $139,466+6.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.07% | 166.77%-143.7pp | 134.46%-111.4pp | 373.66%-350.6pp |
| Employer contribution / active EE | $2,599 | $5,478-52.5% | $4,821-46.1% | $4,754-45.3% |
| Participant deferral / active EE | $21,598 | $6,521+231.2% | $5,682+280.1% | $6,712+221.8% |
| Admin fee / account holder | $5,375 | $16,155-66.7% | $13,212-59.3% | $11,409-52.9% |