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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 | $40,235 | $198,461-79.7% | $170,436-76.4% | $147,585-72.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.38% | 257.30%-246.9pp | 205.94%-195.6pp | 578.57%-568.2pp |
| Employer contribution / active EE | $7,356 | $6,184+19.0% | $5,433+35.4% | $4,876+50.8% |
| Participant deferral / active EE | $4,417 | $5,629-21.5% | $4,939-10.6% | $5,439-18.8% |
| Admin fee / account holder | $39,820 | $16,852+136.3% | $13,880+186.9% | $10,885+265.8% |