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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 | $114,995 | $175,257-34.4% | $149,717-23.2% | $139,456-17.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.33% | 166.70%-149.4pp | 134.41%-117.1pp | 373.45%-356.1pp |
| Employer contribution / active EE | $3,008 | $5,477-45.1% | $4,820-37.6% | $4,753-36.7% |
| Participant deferral / active EE | $7,140 | $6,521+9.5% | $5,682+25.7% | $6,711+6.4% |
| Admin fee / account holder | $456 | $16,156-97.2% | $13,213-96.5% | $11,407-96.0% |