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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 | $168,387 | $175,259-3.9% | $149,723+12.5% | $139,487+20.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.89% | 166.82%-152.9pp | 134.50%-120.6pp | 373.84%-360.0pp |
| Employer contribution / active EE | $5,173 | $5,478-5.6% | $4,821+7.3% | $4,755+8.8% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,450 | $16,158-91.0% | $13,215-89.0% | $11,407-87.3% |