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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 | $132,234 | $175,259-24.5% | $149,723-11.7% | $139,487-5.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.78% | 166.82%-145.0pp | 134.50%-112.7pp | 373.84%-352.1pp |
| Employer contribution / active EE | $1,529 | $5,478-72.1% | $4,821-68.3% | $4,755-67.8% |
| Participant deferral / active EE | $2,430 | $6,522-62.7% | $5,682-57.2% | $6,713-63.8% |
| Admin fee / account holder | $6,368 | $16,158-60.6% | $13,215-51.8% | $11,407-44.2% |