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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 | $124,317 | $217,432-42.8% | $185,849-33.1% | $167,536-25.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.39% | 148.42%-131.0pp | 122.10%-104.7pp | 478.82%-461.4pp |
| Employer contribution / active EE | $3,693 | $5,875-37.1% | $5,169-28.6% | $4,839-23.7% |
| Participant deferral / active EE | $4,499 | $6,357-29.2% | $5,569-19.2% | $6,342-29.1% |
| Admin fee / account holder | $14,148 | $19,818-28.6% | $16,244-12.9% | $12,315+14.9% |