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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 | $130,673 | $226,105-42.2% | $182,540-28.4% | $152,897-14.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 15.74% | 192.58%-176.8pp | 148.58%-132.8pp | 345.43%-329.7pp |
| Employer contribution / active EE | $2,218 | $4,978-55.4% | $4,076-45.6% | $4,764-53.4% |
| Participant deferral / active EE | $5,257 | $6,370-17.5% | $5,525-4.9% | $5,851-10.2% |
| Admin fee / account holder | $26,131 | $10,706+144.1% | $8,593+204.1% | $11,599+125.3% |