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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 | $141,653 | $175,231-19.2% | $149,696-5.4% | $139,466+1.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.70% | 166.77%-151.1pp | 134.46%-118.8pp | 373.66%-358.0pp |
| Employer contribution / active EE | $2,964 | $5,478-45.9% | $4,821-38.5% | $4,754-37.7% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $996 | $16,155-93.8% | $13,212-92.5% | $11,409-91.3% |