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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 | $132,899 | $162,529-18.2% | $130,788+1.6% | $154,746-14.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 16.52% | 510.48%-494.0pp | 386.44%-369.9pp | 172.34%-155.8pp |
| Employer contribution / active EE | $423 | $4,447-90.5% | $3,558-88.1% | $4,379-90.3% |
| Participant deferral / active EE | $13,150 | $4,808+173.5% | $4,137+217.9% | $6,730+95.4% |
| Admin fee / account holder | $2,181 | $7,669-71.6% | $6,673-67.3% | $14,365-84.8% |