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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 | $166,352 | $175,259-5.1% | $149,723+11.1% | $139,487+19.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.40% | 166.82%-140.4pp | 134.50%-108.1pp | 373.84%-347.4pp |
| Employer contribution / active EE | $4,992 | $5,478-8.9% | $4,821+3.5% | $4,755+5.0% |
| Participant deferral / active EE | $5,809 | $6,522-10.9% | $5,682+2.2% | $6,713-13.5% |
| Admin fee / account holder | $477 | $16,158-97.0% | $13,215-96.4% | $11,407-95.8% |