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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 | $140,184 | $150,346-6.8% | $120,524+16.3% | $145,877-3.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 14.78% | 154.40%-139.6pp | 107.36%-92.6pp | 551.28%-536.5pp |
| Employer contribution / active EE | $1,667 | $4,353-61.7% | $3,469-52.0% | $4,663-64.3% |
| Participant deferral / active EE | $6,742 | $6,172+9.2% | $4,994+35.0% | $6,691+0.8% |
| Admin fee / account holder | $7,809 | $12,215-36.1% | $9,440-17.3% | $13,402-41.7% |