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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 | $161,965 | $175,259-7.6% | $149,723+8.2% | $139,487+16.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.78% | 166.82%-155.0pp | 134.50%-122.7pp | 373.84%-362.1pp |
| Employer contribution / active EE | $3,583 | $5,478-34.6% | $4,821-25.7% | $4,755-24.6% |
| Participant deferral / active EE | $5,858 | $6,522-10.2% | $5,682+3.1% | $6,713-12.7% |
| Admin fee / account holder | $2,557 | $16,158-84.2% | $13,215-80.6% | $11,407-77.6% |