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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 | $104,128 | $175,257-40.6% | $149,717-30.4% | $139,456-25.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.90% | 166.70%-151.8pp | 134.41%-119.5pp | 373.45%-358.5pp |
| Employer contribution / active EE | $7,560 | $5,477+38.0% | $4,820+56.8% | $4,753+59.1% |
| Participant deferral / active EE | $9,542 | $6,521+46.3% | $5,682+67.9% | $6,711+42.2% |
| Admin fee / account holder | $51,204 | $16,156+216.9% | $13,213+287.5% | $11,407+348.9% |