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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 | $169,322 | $175,259-3.4% | $149,723+13.1% | $139,487+21.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.95% | 166.82%-149.9pp | 134.50%-117.5pp | 373.84%-356.9pp |
| Employer contribution / active EE | $1,786 | $5,478-67.4% | $4,821-63.0% | $4,755-62.4% |
| Participant deferral / active EE | $2,964 | $6,522-54.5% | $5,682-47.8% | $6,713-55.8% |
| Admin fee / account holder | $1,215 | $16,158-92.5% | $13,215-90.8% | $11,407-89.3% |