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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 | $86,596 | $175,259-50.6% | $149,723-42.2% | $139,487-37.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.22% | 166.82%-155.6pp | 134.50%-123.3pp | 373.84%-362.6pp |
| Employer contribution / active EE | $3,012 | $5,478-45.0% | $4,821-37.5% | $4,755-36.7% |
| Participant deferral / active EE | $9,049 | $6,522+38.8% | $5,682+59.2% | $6,713+34.8% |
| Admin fee / account holder | $55,087 | $16,158+240.9% | $13,215+316.9% | $11,407+382.9% |