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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 | $156,569 | $175,257-10.7% | $149,717+4.6% | $139,456+12.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.88% | 166.70%-149.8pp | 134.41%-117.5pp | 373.45%-356.6pp |
| Employer contribution / active EE | $3,404 | $5,477-37.9% | $4,820-29.4% | $4,753-28.4% |
| Participant deferral / active EE | $10,890 | $6,521+67.0% | $5,682+91.7% | $6,711+62.3% |
| Admin fee / account holder | $963 | $16,156-94.0% | $13,213-92.7% | $11,407-91.6% |