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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 | $163,890 | $175,231-6.5% | $149,696+9.5% | $139,466+17.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.32% | 166.77%-147.5pp | 134.46%-115.1pp | 373.66%-354.3pp |
| Employer contribution / active EE | $3,118 | $5,478-43.1% | $4,821-35.3% | $4,754-34.4% |
| Participant deferral / active EE | $6,919 | $6,521+6.1% | $5,682+21.8% | $6,712+3.1% |
| Admin fee / account holder | $8,910 | $16,155-44.8% | $13,212-32.6% | $11,409-21.9% |