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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 | $127,485 | $175,257-27.3% | $149,717-14.8% | $139,456-8.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.97% | 166.70%-143.7pp | 134.41%-111.4pp | 373.45%-350.5pp |
| Employer contribution / active EE | $4,041 | $5,477-26.2% | $4,820-16.2% | $4,753-15.0% |
| Participant deferral / active EE | $8,726 | $6,521+33.8% | $5,682+53.6% | $6,711+30.0% |
| Admin fee / account holder | $808 | $16,156-95.0% | $13,213-93.9% | $11,407-92.9% |