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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 | $148,886 | $173,397-14.1% | $135,987+9.5% | $145,877+2.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 18.65% | 1166.18%-1147.5pp | 580.01%-561.4pp | 551.28%-532.6pp |
| Employer contribution / active EE | $2,382 | $5,281-54.9% | $4,214-43.5% | $4,663-48.9% |
| Participant deferral / active EE | $10,049 | $8,710+15.4% | $7,027+43.0% | $6,691+50.2% |
| Admin fee / account holder | $3,509 | $9,663-63.7% | $6,716-47.7% | $13,402-73.8% |