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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 | $134,050 | $175,231-23.5% | $149,696-10.5% | $139,466-3.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.01% | 166.77%-150.8pp | 134.46%-118.4pp | 373.66%-357.7pp |
| Employer contribution / active EE | $6,726 | $5,478+22.8% | $4,821+39.5% | $4,754+41.5% |
| Participant deferral / active EE | $3,196 | $6,521-51.0% | $5,682-43.7% | $6,712-52.4% |
| Admin fee / account holder | $427 | $16,155-97.4% | $13,212-96.8% | $11,409-96.3% |