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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 | $130,551 | $175,259-25.5% | $149,723-12.8% | $139,487-6.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.02% | 166.82%-151.8pp | 134.50%-119.5pp | 373.84%-358.8pp |
| Employer contribution / active EE | $5,226 | $5,478-4.6% | $4,821+8.4% | $4,755+9.9% |
| Participant deferral / active EE | $3,310 | $6,522-49.2% | $5,682-41.8% | $6,713-50.7% |
| Admin fee / account holder | $2,089 | $16,158-87.1% | $13,215-84.2% | $11,407-81.7% |