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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 | $123,756 | $175,257-29.4% | $149,717-17.3% | $139,456-11.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.56% | 166.70%-145.1pp | 134.41%-112.9pp | 373.45%-351.9pp |
| Employer contribution / active EE | $8,016 | $5,477+46.4% | $4,820+66.3% | $4,753+68.7% |
| Participant deferral / active EE | $13,036 | $6,521+99.9% | $5,682+129.4% | $6,711+94.2% |
| Admin fee / account holder | $6,130 | $16,156-62.1% | $13,213-53.6% | $11,407-46.3% |