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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 | $126,153 | $175,259-28.0% | $149,723-15.7% | $139,487-9.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.20% | 166.82%-146.6pp | 134.50%-114.3pp | 373.84%-353.6pp |
| Employer contribution / active EE | $3,362 | $5,478-38.6% | $4,821-30.3% | $4,755-29.3% |
| Participant deferral / active EE | $8,954 | $6,522+37.3% | $5,682+57.6% | $6,713+33.4% |
| Admin fee / account holder | $50,131 | $16,158+210.3% | $13,215+279.4% | $11,407+339.5% |