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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 | $168,144 | $208,088-19.2% | $186,193-9.7% | $154,746+8.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 13.31% | 89.97%-76.7pp | 78.03%-64.7pp | 172.34%-159.0pp |
| Employer contribution / active EE | $6,000 | $4,340+38.3% | $3,918+53.1% | $4,379+37.0% |
| Participant deferral / active EE | $22,992 | $7,078+224.8% | $6,513+253.0% | $6,730+241.6% |
| Admin fee / account holder | $529 | $11,698-95.5% | $11,058-95.2% | $14,365-96.3% |