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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 | $163,879 | $175,259-6.5% | $149,723+9.5% | $139,487+17.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.81% | 166.82%-152.0pp | 134.50%-119.7pp | 373.84%-359.0pp |
| Employer contribution / active EE | $1,446 | $5,478-73.6% | $4,821-70.0% | $4,755-69.6% |
| Participant deferral / active EE | $7,733 | $6,522+18.6% | $5,682+36.1% | $6,713+15.2% |
| Admin fee / account holder | $73,537 | $16,158+355.1% | $13,215+456.5% | $11,407+544.6% |