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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 | $137,954 | $198,457-30.5% | $170,435-19.1% | $147,586-6.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.25% | 257.30%-241.1pp | 205.94%-189.7pp | 578.59%-562.3pp |
| Employer contribution / active EE | $4,107 | $6,183-33.6% | $5,432-24.4% | $4,876-15.8% |
| Participant deferral / active EE | $6,966 | $5,629+23.7% | $4,939+41.0% | $5,439+28.1% |
| Admin fee / account holder | $34,723 | $16,852+106.0% | $13,881+150.1% | $10,886+219.0% |