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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 | $158,321 | $129,737+22.0% | $119,126+32.9% | $154,746+2.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.55% | 379.08%-365.5pp | 282.11%-268.6pp | 172.34%-158.8pp |
| Employer contribution / active EE | $6,390 | $4,375+46.1% | $4,034+58.4% | $4,379+45.9% |
| Participant deferral / active EE | $12,823 | $5,842+119.5% | $5,318+141.1% | $6,730+90.5% |
| Admin fee / account holder | $81,079 | $11,961+577.9% | $10,693+658.2% | $14,365+464.4% |