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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 | $134,115 | $175,231-23.5% | $149,696-10.4% | $139,466-3.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.01% | 166.77%-151.8pp | 134.46%-119.4pp | 373.66%-358.7pp |
| Employer contribution / active EE | $7,719 | $5,478+40.9% | $4,821+60.1% | $4,754+62.4% |
| Participant deferral / active EE | $7,151 | $6,521+9.6% | $5,682+25.8% | $6,712+6.5% |
| Admin fee / account holder | $1,461 | $16,155-91.0% | $13,212-88.9% | $11,409-87.2% |