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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 | $132,142 | $175,259-24.6% | $149,723-11.7% | $139,487-5.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.61% | 166.82%-149.2pp | 134.50%-116.9pp | 373.84%-356.2pp |
| Employer contribution / active EE | $1,745 | $5,478-68.1% | $4,821-63.8% | $4,755-63.3% |
| Participant deferral / active EE | $15,425 | $6,522+136.5% | $5,682+171.4% | $6,713+129.8% |
| Admin fee / account holder | $965 | $16,158-94.0% | $13,215-92.7% | $11,407-91.5% |