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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 | $132,198 | $175,259-24.6% | $149,723-11.7% | $139,487-5.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.53% | 166.82%-144.3pp | 134.50%-112.0pp | 373.84%-351.3pp |
| Employer contribution / active EE | $3,116 | $5,478-43.1% | $4,821-35.4% | $4,755-34.5% |
| Participant deferral / active EE | $22,500 | $6,522+245.0% | $5,682+296.0% | $6,713+235.2% |
| Admin fee / account holder | $395 | $16,158-97.6% | $13,215-97.0% | $11,407-96.5% |