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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 | $139,623 | $175,259-20.3% | $149,723-6.7% | $139,487+0.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.88% | 166.82%-149.9pp | 134.50%-117.6pp | 373.84%-357.0pp |
| Employer contribution / active EE | $1,645 | $5,478-70.0% | $4,821-65.9% | $4,755-65.4% |
| Participant deferral / active EE | $6,148 | $6,522-5.7% | $5,682+8.2% | $6,713-8.4% |
| Admin fee / account holder | $873 | $16,158-94.6% | $13,215-93.4% | $11,407-92.4% |