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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 | $189,128 | $175,257+7.9% | $149,717+26.3% | $139,456+35.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.54% | 166.70%-155.2pp | 134.41%-122.9pp | 373.45%-361.9pp |
| Employer contribution / active EE | $3,333 | $5,477-39.1% | $4,820-30.8% | $4,753-29.9% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,196 | $16,156-92.6% | $13,213-90.9% | $11,407-89.5% |