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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 | $159,959 | $176,105-9.2% | $159,474+0.3% | $167,536-4.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.35% | 331.91%-315.6pp | 263.68%-247.3pp | 478.82%-462.5pp |
| Employer contribution / active EE | $8,823 | $5,299+66.5% | $4,831+82.6% | $4,839+82.3% |
| Participant deferral / active EE | $6,799 | $7,751-12.3% | $7,353-7.5% | $6,342+7.2% |
| Admin fee / account holder | $2,523 | $12,559-79.9% | $10,802-76.6% | $12,315-79.5% |