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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 | $136,444 | $175,231-22.1% | $149,696-8.9% | $139,466-2.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.14% | 166.77%-144.6pp | 134.46%-112.3pp | 373.66%-351.5pp |
| Employer contribution / active EE | $3,242 | $5,478-40.8% | $4,821-32.7% | $4,754-31.8% |
| Participant deferral / active EE | $7,564 | $6,521+16.0% | $5,682+33.1% | $6,712+12.7% |
| Admin fee / account holder | $2,229 | $16,155-86.2% | $13,212-83.1% | $11,409-80.5% |