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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 | $136,430 | $175,231-22.1% | $149,696-8.9% | $139,466-2.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 27.45% | 166.77%-139.3pp | 134.46%-107.0pp | 373.66%-346.2pp |
| Employer contribution / active EE | $10,067 | $5,478+83.8% | $4,821+108.8% | $4,754+111.8% |
| Participant deferral / active EE | $6,840 | $6,521+4.9% | $5,682+20.4% | $6,712+1.9% |
| Admin fee / account holder | $4,383 | $16,155-72.9% | $13,212-66.8% | $11,409-61.6% |