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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 | $147,107 | $175,231-16.0% | $149,696-1.7% | $139,466+5.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.64% | 166.77%-154.1pp | 134.46%-121.8pp | 373.66%-361.0pp |
| Employer contribution / active EE | $2,507 | $5,478-54.2% | $4,821-48.0% | $4,754-47.3% |
| Participant deferral / active EE | $13,283 | $6,521+103.7% | $5,682+133.8% | $6,712+97.9% |
| Admin fee / account holder | $2,306 | $16,155-85.7% | $13,212-82.5% | $11,409-79.8% |