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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 | $161,343 | $175,259-7.9% | $149,723+7.8% | $139,487+15.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.90% | 166.82%-153.9pp | 134.50%-121.6pp | 373.84%-360.9pp |
| Employer contribution / active EE | $2,650 | $5,478-51.6% | $4,821-45.0% | $4,755-44.3% |
| Participant deferral / active EE | $7,090 | $6,522+8.7% | $5,682+24.8% | $6,713+5.6% |
| Admin fee / account holder | $852 | $16,158-94.7% | $13,215-93.6% | $11,407-92.5% |