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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 | $146,186 | $175,231-16.6% | $149,696-2.3% | $139,466+4.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.35% | 166.77%-152.4pp | 134.46%-120.1pp | 373.66%-359.3pp |
| Employer contribution / active EE | $20,120 | $5,478+267.3% | $4,821+317.4% | $4,754+323.2% |
| Participant deferral / active EE | $9,250 | $6,521+41.8% | $5,682+62.8% | $6,712+37.8% |
| Admin fee / account holder | $1,315 | $16,155-91.9% | $13,212-90.0% | $11,409-88.5% |