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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 | $141,107 | $175,231-19.5% | $149,696-5.7% | $139,466+1.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.61% | 166.77%-140.2pp | 134.46%-107.8pp | 373.66%-347.0pp |
| Employer contribution / active EE | $2,727 | $5,478-50.2% | $4,821-43.4% | $4,754-42.6% |
| Participant deferral / active EE | $6,906 | $6,521+5.9% | $5,682+21.5% | $6,712+2.9% |
| Admin fee / account holder | $963 | $16,155-94.0% | $13,212-92.7% | $11,409-91.6% |