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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 | $156,282 | $175,257-10.8% | $149,717+4.4% | $139,456+12.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.23% | 166.70%-147.5pp | 134.41%-115.2pp | 373.45%-354.2pp |
| Employer contribution / active EE | $4,837 | $5,477-11.7% | $4,820+0.4% | $4,753+1.8% |
| Participant deferral / active EE | $26,925 | $6,521+312.9% | $5,682+373.9% | $6,711+301.2% |
| Admin fee / account holder | $2,598 | $16,156-83.9% | $13,213-80.3% | $11,407-77.2% |