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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 | $95,745 | $176,120-45.6% | $159,487-40.0% | $167,553-42.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.97% | 331.95%-320.0pp | 263.71%-251.7pp | 478.89%-466.9pp |
| Employer contribution / active EE | $7,852 | $5,299+48.2% | $4,831+62.5% | $4,840+62.2% |
| Participant deferral / active EE | $9,540 | $7,752+23.1% | $7,354+29.7% | $6,343+50.4% |
| Admin fee / account holder | $38,806 | $12,561+208.9% | $10,804+259.2% | $12,316+215.1% |