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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 | $112,525 | $217,432-48.2% | $185,851-39.5% | $167,553-32.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.90% | 148.43%-135.5pp | 122.11%-109.2pp | 478.89%-466.0pp |
| Employer contribution / active EE | $5,373 | $5,874-8.5% | $5,168+4.0% | $4,840+11.0% |
| Participant deferral / active EE | $4,217 | $6,357-33.7% | $5,569-24.3% | $6,343-33.5% |
| Admin fee / account holder | $77,199 | $19,820+289.5% | $16,245+375.2% | $12,316+526.8% |