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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 | $150,412-6.8% | $120,574+16.3% | $145,884-3.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 14.78% | 154.50%-139.7pp | 107.42%-92.6pp | 551.85%-537.1pp |
| Employer contribution / active EE | $1,667 | $4,355-61.7% | $3,471-52.0% | $4,662-64.3% |
| Participant deferral / active EE | $6,742 | $6,175+9.2% | $4,996+35.0% | $6,690+0.8% |
| Admin fee / account holder | $7,809 | $12,224-36.1% | $9,445-17.3% | $13,392-41.7% |