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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 | $142,877 | $175,257-18.5% | $149,717-4.6% | $139,456+2.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.01% | 166.70%-150.7pp | 134.41%-118.4pp | 373.45%-357.4pp |
| Employer contribution / active EE | $2,062 | $5,477-62.3% | $4,820-57.2% | $4,753-56.6% |
| Participant deferral / active EE | $4,372 | $6,521-33.0% | $5,682-23.1% | $6,711-34.9% |
| Admin fee / account holder | $3,210 | $16,156-80.1% | $13,213-75.7% | $11,407-71.9% |